Successful Portfolios LLC Vanguard Total World Stk Index Transaction History

Successful Portfolios LLC

$162 Million
Q2 2025

A detailed history of Successful Portfolios LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Successful Portfolios LLC holds 8,284 shares of VT stock, worth $1.16 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

8,284

Previous 8,244 0.49%

Holding current value

$1.16 Million

Previous $954,000 11.53%

% of portfolio

0.66%

Previous 0.65%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$103.16 - $128.52 $4,126 - $5,140	40 Added 0.49%	8,284 $1.06 Million
Q1 2025 Apr 11, 2025	SELL	$115.08 - $123.97 $8,631 - $9,297	-75 Reduced 0.9%	8,244 $954,000
Q4 2024 Jan 16, 2025	SELL	$117.09 - $123.07 $63,345 - $66,580	-541 Reduced 6.11%	8,319 $977,000
Q3 2024 Oct 09, 2024	BUY	$107.72 - $119.96 $25,852 - $28,790	240 Added 2.78%	8,860 $1.06 Million
Q2 2024 Jul 12, 2024	BUY	$104.94 - $113.51 $18,889 - $20,431	180 Added 2.13%	8,620 $970,000
Q1 2024 Apr 17, 2024	BUY	$100.68 - $110.5 $47,218 - $51,824	469 Added 5.88%	8,440 $932,000
Q4 2023 Jan 18, 2024	BUY	$88.97 - $103.1 $89,859 - $104,131	1,010 Added 14.51%	7,971 $820,000
Q3 2023 Oct 10, 2023	SELL	$92.79 - $100.59 $10,299 - $11,165	-111 Reduced 1.57%	6,961 $648,000
Q2 2023 Jul 20, 2023	SELL	$91.33 - $98.06 $806,169 - $865,575	-8,827 Reduced 55.52%	7,072 $685,000
Q1 2023 Apr 21, 2023	BUY	$86.24 - $94.55 $221,205 - $242,520	2,565 Added 19.24%	15,899 $1.46 Million
Q4 2022 Jan 27, 2023	BUY	$78.67 - $91.07 $239,471 - $277,217	3,044 Added 29.58%	13,334 $0
Q3 2022 Oct 12, 2022	BUY	$78.88 - $94.48 $11,516 - $13,794	146 Added 1.44%	10,290 $812,000
Q2 2022 Jul 22, 2022	SELL	$83.88 - $102.77 $10,065 - $12,332	-120 Reduced 1.17%	10,144 $866,000
Q1 2022 Apr 21, 2022	SELL	$93.8 - $108.09 $62,939 - $72,528	-671 Reduced 6.14%	10,264 $1.04 Million
Q4 2021 Jan 26, 2022	BUY	$101.45 - $109.23 $33,884 - $36,482	334 Added 3.15%	10,935 $1.18 Million
Q3 2021 Oct 14, 2021	SELL	$101.52 - $107.65 $17,766 - $18,838	-175 Reduced 1.62%	10,601 $1.08 Million
Q2 2021 Jul 23, 2021	BUY	$98.57 - $104.51 $31,049 - $32,920	315 Added 3.01%	10,776 $1.12 Million
Q1 2021 Apr 20, 2021	SELL	$92.05 - $98.71 $7,640 - $8,192	-83 Reduced 0.79%	10,461 $1.02 Million
Q4 2020 Feb 02, 2021	BUY	$78.99 - $92.58 $41,627 - $48,789	527 Added 5.26%	10,544 $976,000
Q3 2020 Oct 13, 2020	SELL	$75.3 - $85.07 $376 - $425	-5 Reduced 0.05%	10,017 $808,000
Q2 2020 Jul 13, 2020	SELL	$60.03 - $78.43 $62,431 - $81,567	-1,040 Reduced 9.4%	10,022 $750,000
Q1 2020 Apr 23, 2020	SELL	$54.48 - $83.17 $53,172 - $81,173	-976 Reduced 8.11%	11,062 $695,000
Q4 2019 Jan 23, 2020	BUY	$72.8 - $81.27 $26,572 - $29,663	365 Added 3.13%	12,038 $975,000
Q3 2019 Oct 11, 2019	BUY	$74.55 - $76.17 $9,691 - $9,902	130 Added 1.13%	11,673 $873,000
Q2 2019 Jul 11, 2019	SELL	N/A	-42 Reduced 0.36%	11,543 $868,000
Q1 2019 Apr 22, 2019	SELL	N/A	-220 Reduced 1.86%	11,585 $848,000
Q4 2018 Jan 14, 2019	SELL	N/A	-409 Reduced 3.35%	11,805 $773,000
Q3 2018 Oct 15, 2018	BUY	N/A	375 Added 3.17%	12,214 $926,000
Q2 2018 Jul 24, 2018	BUY	N/A	100 Added 0.85%	11,839 $869,000
Q1 2018 May 08, 2018	BUY	N/A	969 Added 9.0%	11,739 $864,000
Q4 2017 Feb 09, 2018	BUY	N/A	10,770	10,770 $800,000

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Account

Successful Portfolios LLC Vanguard Total World Stk Index Transaction History