Strategic Family Wealth Counselors, L.L.C. Vanguard Total World Stk Index Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 14,064 shares of VT stock, worth $1.67 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

14,064

Previous 13,626 3.21%

Holding current value

$1.67 Million

Previous $1.53 Million 9.71%

% of portfolio

0.6%

Previous 0.59%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$107.72 - $119.96 $47,181 - $52,542	438 Added 3.21%	14,064 $1.68 Million
Q2 2024 Aug 14, 2024	BUY	$104.94 - $113.51 $132,749 - $143,590	1,265 Added 10.23%	13,626 $1.53 Million
Q1 2024 May 14, 2024	BUY	$100.68 - $110.5 $132,192 - $145,086	1,313 Added 11.88%	12,361 $1.37 Million
Q4 2023 Jan 29, 2024	SELL	$88.97 - $103.1 $163,704 - $189,704	-1,840 Reduced 14.28%	11,048 $1.14 Million
Q3 2023 Nov 13, 2023	SELL	$92.79 - $100.59 $14,104 - $15,289	-152 Reduced 1.17%	12,888 $1.2 Million
Q2 2023 Aug 10, 2023	SELL	$91.33 - $98.06 $1,004 - $1,078	-11 Reduced 0.08%	13,040 $1.26 Million
Q1 2023 May 15, 2023	BUY	$86.24 - $94.55 $148,160 - $162,436	1,718 Added 15.16%	13,051 $1.2 Million
Q4 2022 Jan 25, 2023	SELL	$78.67 - $91.07 $358,341 - $414,823	-4,555 Reduced 28.67%	11,333 $0
Q3 2022 Nov 10, 2022	SELL	$78.88 - $94.48 $55,294 - $66,230	-701 Reduced 4.23%	15,888 $1.25 Million
Q2 2022 Aug 11, 2022	BUY	$83.88 - $102.77 $64,419 - $78,927	768 Added 4.85%	16,589 $1.42 Million
Q1 2022 May 04, 2022	SELL	$93.8 - $108.09 $286,559 - $330,214	-3,055 Reduced 16.18%	15,821 $1.6 Million
Q4 2021 Feb 08, 2022	BUY	$101.45 - $109.23 $796,889 - $858,001	7,855 Added 71.27%	18,876 $2.03 Million
Q3 2021 Nov 09, 2021	BUY	$101.52 - $107.65 $8,020 - $8,504	79 Added 0.72%	11,021 $1.12 Million
Q4 2020 Feb 16, 2021	SELL	$78.99 - $92.58 $2,764 - $3,240	-35 Reduced 0.32%	10,942 $1.01 Million
Q3 2020 Oct 26, 2020	SELL	$75.3 - $85.07 $6,852 - $7,741	-91 Reduced 0.82%	10,977 $885,000
Q2 2020 Jul 13, 2020	BUY	$60.03 - $78.43 $17,468 - $22,823	291 Added 2.7%	11,068 $828,000
Q1 2020 Apr 16, 2020	BUY	$54.48 - $83.17 $377,165 - $575,785	6,923 Added 179.63%	10,777 $677,000
Q4 2019 Jan 17, 2020	BUY	$72.8 - $81.27 $12,303 - $13,734	169 Added 4.59%	3,854 $312,000
Q3 2019 Oct 17, 2019	BUY	$74.55 - $76.17 $6,560 - $6,702	88 Added 2.45%	3,685 $276,000
Q1 2019 Apr 26, 2019	BUY	N/A	3,597 New	3,597 $263,000

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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Strategic Family Wealth Counselors, L.L.C. Vanguard Total World Stk Index Transaction History