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 $1.08 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

8,284

Previous 8,244 0.49%

Holding current value

$1.08 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

1,118

Shares Held

108M

Call Options Held

337K

Put Options Held

120K

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Successful Portfolios LLC Vanguard Total World Stk Index Transaction History