Strategies Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Strategies Wealth Advisors, LLC

  • $650 Billion
  • Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,967 shares of VT stock, worth $341,798. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,967
Previous 2,262 31.17%
Holding current value
$341,798
Previous $233 Million 40.87%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 22, 2024
BUY
$100.68 - $110.5 $70,979 - $77,902
705 Added 31.17%
2,967 $328 Million
Q4 2023

Jan 22, 2024
SELL
$88.97 - $103.1 $2,224 - $2,577
-25 Reduced 1.09%
2,262 $233 Million
Q3 2023

Oct 10, 2023
BUY
$92.79 - $100.59 $9,650 - $10,461
104 Added 4.76%
2,287 $213 Million
Q2 2023

Jul 12, 2023
BUY
$91.33 - $98.06 $199,373 - $214,064
2,183 New
2,183 $212 Million

Others Institutions Holding VT

# of Institutions
935
Shares Held
86.9M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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