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

Strategies Wealth Advisors, LLC

$803 Billion
Q4 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 1,923 shares of VT stock, worth $222,721. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,923

Previous 2,176 11.63%

Holding current value

$222,721

Previous $261 Million 9.86%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$117.09 - $123.07 $29,623 - $31,136	-253 Reduced 11.63%	1,923 $235 Million
Q3 2024 Oct 07, 2024	BUY	$107.72 - $119.96 $538 - $599	5 Added 0.23%	2,176 $261 Million
Q2 2024 Jul 29, 2024	SELL	$104.94 - $113.51 $83,532 - $90,353	-796 Reduced 26.83%	2,171 $245 Million
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

1,090

Shares Held

99.6M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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