Soundmark Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 2,507 shares of VT stock, worth $287,577. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,507
Previous 2,289 9.52%
Holding current value
$287,577
Previous $235,000 17.87%
% of portfolio
0.12%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$100.68 - $110.5 $21,948 - $24,089
218 Added 9.52%
2,507 $277,000
Q4 2023

Jan 09, 2024
SELL
$88.97 - $103.1 $5,872 - $6,804
-66 Reduced 2.8%
2,289 $235,000
Q3 2023

Oct 10, 2023
BUY
$92.79 - $100.59 $15,031 - $16,295
162 Added 7.39%
2,355 $219,000
Q2 2023

Jul 13, 2023
BUY
$91.33 - $98.06 $1,369 - $1,470
15 Added 0.69%
2,193 $212,000
Q1 2023

Apr 10, 2023
BUY
$86.24 - $94.55 $187,830 - $205,929
2,178 New
2,178 $200,000
Q3 2022

Oct 12, 2022
BUY
N/A
404 Added 12.18%
3,720 $293,000
Q2 2022

Jul 11, 2022
SELL
N/A
-225 Reduced 6.35%
3,316 $283,000
Q1 2022

Apr 11, 2022
BUY
N/A
407 Added 12.99%
3,541 $357,000
Q4 2021

Jan 18, 2022
BUY
N/A
72 Added 2.35%
3,134 $337,000
Q3 2021

Oct 13, 2021
BUY
N/A
358 Added 13.24%
3,062 $312,000
Q2 2021

Jul 13, 2021
BUY
N/A
310 Added 12.95%
2,704 $281,000
Q1 2021

Apr 14, 2021
BUY
N/A
30 Added 1.27%
2,394 $233,000
Q4 2020

Jan 27, 2021
BUY
N/A
2,364 New
2,364 $219,000

Others Institutions Holding VT

# of Institutions
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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