Svb Wealth LLC Vanguard Total World Stk Index Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$104.94 - $113.51 $56,457 - $61,068
-538 Reduced 2.23%
23,606 $2.66 Million
Q1 2024

May 15, 2024
SELL
$100.68 - $110.5 $1.79 Million - $1.96 Million
-17,741 Reduced 42.36%
24,144 $2.67 Million
Q4 2023

Jan 30, 2024
SELL
$88.97 - $103.1 $219,577 - $254,450
-2,468 Reduced 5.56%
41,885 $4.31 Million
Q3 2023

Oct 23, 2023
SELL
$92.79 - $100.59 $446,412 - $483,938
-4,811 Reduced 9.79%
44,353 $4.13 Million
Q2 2023

Jul 24, 2023
SELL
$91.33 - $98.06 $246,956 - $265,154
-2,704 Reduced 5.21%
49,164 $4.77 Million
Q1 2023

May 12, 2023
SELL
$86.24 - $94.55 $556,937 - $610,603
-6,458 Reduced 11.07%
51,868 $4.78 Million
Q4 2022

Feb 10, 2023
BUY
$78.67 - $91.07 $537,945 - $622,736
6,838 Added 13.28%
58,326 $5.03 Million
Q3 2022

Nov 09, 2022
BUY
$78.88 - $94.48 $44,567 - $53,381
565 Added 1.11%
51,488 $4.06 Million
Q2 2022

Aug 16, 2022
SELL
$83.88 - $102.77 $1.42 Million - $1.74 Million
-16,901 Reduced 24.92%
50,923 $4.35 Million
Q1 2022

May 13, 2022
BUY
$93.8 - $108.09 $277,272 - $319,514
2,956 Added 4.56%
67,824 $6.87 Million
Q4 2021

Feb 15, 2022
SELL
$101.45 - $109.23 $9.27 Million - $9.98 Million
-91,376 Reduced 58.48%
64,868 $6.97 Million
Q3 2021

Nov 09, 2021
SELL
$101.52 - $107.65 $205,679 - $218,098
-2,026 Reduced 1.28%
156,244 $15.9 Million
Q2 2021

Aug 13, 2021
BUY
$98.57 - $104.51 $151,304 - $160,422
1,535 Added 0.98%
158,270 $16.4 Million
Q1 2021

May 11, 2021
SELL
$92.05 - $98.71 $3.29 Million - $3.53 Million
-35,719 Reduced 18.56%
156,735 $15.2 Million
Q4 2020

Feb 10, 2021
BUY
$78.99 - $92.58 $2.08 Million - $2.44 Million
26,382 Added 15.89%
192,454 $17.8 Million
Q3 2020

Nov 10, 2020
BUY
$75.3 - $85.07 $1.1 Million - $1.24 Million
14,546 Added 9.6%
166,072 $13.4 Million
Q2 2020

Aug 05, 2020
BUY
$60.03 - $78.43 $1.46 Million - $1.91 Million
24,331 Added 19.13%
151,526 $11.3 Million
Q1 2020

May 11, 2020
BUY
$54.48 - $83.17 $3,868 - $5,905
71 Added 0.06%
127,195 $7.99 Million
Q4 2019

Feb 13, 2020
BUY
$72.8 - $81.27 $7.77 Million - $8.67 Million
106,666 Added 521.39%
127,124 $10.3 Million
Q3 2019

Nov 01, 2019
SELL
$74.55 - $76.17 $35,485 - $36,256
-476 Reduced 2.27%
20,458 $1.53 Million
Q2 2019

Jul 10, 2019
BUY
N/A
20,934 New
20,934 $1.57 Million

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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