Srs Capital Advisors, Inc. Vanguard Total World Stk Index Transaction History

Srs Capital Advisors, Inc.

$977 Million
Q2 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 647 shares of VT stock, worth $74,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares

647

Previous 642 0.78%

Holding current value

$74,262

Previous $70,000 2.86%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$104.94 - $113.51 $524 - $567	5 Added 0.78%	647 $72,000
Q1 2024 May 14, 2024	BUY	$100.68 - $110.5 $1,912 - $2,099	19 Added 3.05%	642 $70,000
Q4 2023 Feb 06, 2024	BUY	$88.97 - $103.1 $5,427 - $6,289	61 Added 10.85%	623 $64,000
Q3 2023 Nov 14, 2023	SELL	$92.79 - $100.59 $6,959 - $7,544	-75 Reduced 11.77%	562 $52,000
Q2 2023 Aug 14, 2023	BUY	$91.33 - $98.06 $91 - $98	1 Added 0.16%	637 $61,000
Q1 2023 May 16, 2023	SELL	$86.24 - $94.55 $6,468 - $7,091	-75 Reduced 10.55%	636 $58,000
Q4 2022 Feb 24, 2023	BUY	$83.11 - $91.07 $166 - $182	2 Added 0.28%	711 $61,000
Q3 2022 Nov 03, 2022	SELL	N/A	-17 Reduced 2.34%	709 $56,000
Q1 2022 May 12, 2022	SELL	N/A	-122 Reduced 14.39%	726 $74,000
Q2 2021 Aug 02, 2021	SELL	N/A	-73 Reduced 7.93%	848 $88,000
Q3 2020 Nov 12, 2020	SELL	N/A	-161 Reduced 14.88%	921 $74,000
Q2 2020 Aug 06, 2020	BUY	N/A	762 Added 238.13%	1,082 $81,000
Q1 2020 May 13, 2020	BUY	N/A	320 New	320 $20,000

Others Institutions Holding VT

# of Institutions

958

Shares Held

86.7M

Call Options Held

209K

Put Options Held

49.6K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Srs Capital Advisors, Inc. Vanguard Total World Stk Index Transaction History