Sweet Financial Partners, LLC Vanguard Total World Stk Index Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 24,133 shares of VT stock, worth $3.37 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

24,133

Previous 24,436 1.24%

Holding current value

$3.37 Million

Previous $2.75 Million 4.94%

% of portfolio

0.65%

Previous 0.65%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$107.72 - $119.96 $32,639 - $36,347	-303 Reduced 1.24%	24,133 $2.89 Million
Q2 2024 Jul 18, 2024	BUY	$104.94 - $113.51 $9,549 - $10,329	91 Added 0.37%	24,436 $2.75 Million
Q1 2024 Apr 23, 2024	SELL	$100.68 - $110.5 $61,616 - $67,626	-612 Reduced 2.45%	24,345 $2.69 Million
Q4 2023 Jan 12, 2024	SELL	$88.97 - $103.1 $44,929 - $52,065	-505 Reduced 1.98%	24,957 $2.57 Million
Q3 2023 Oct 23, 2023	BUY	$92.79 - $100.59 $5,289 - $5,733	57 Added 0.22%	25,462 $2.37 Million
Q2 2023 Jul 24, 2023	SELL	$91.33 - $98.06 $22,558 - $24,220	-247 Reduced 0.96%	25,405 $2.46 Million
Q1 2023 Apr 14, 2023	SELL	$86.24 - $94.55 $2,500 - $2,741	-29 Reduced 0.11%	25,652 $2.36 Million
Q4 2022 Jan 19, 2023	SELL	$78.67 - $91.07 $51,056 - $59,104	-649 Reduced 2.46%	25,681 $0
Q3 2022 Nov 10, 2022	BUY	$78.88 - $94.48 $61,999 - $74,261	786 Added 3.08%	26,330 $2.08 Million
Q2 2022 Aug 03, 2022	BUY	$83.88 - $102.77 $27,512 - $33,708	328 Added 1.3%	25,544 $2.18 Million
Q1 2022 Apr 22, 2022	BUY	$93.8 - $108.09 $279,524 - $322,108	2,980 Added 13.4%	25,216 $2.55 Million
Q4 2021 Feb 07, 2022	BUY	$101.45 - $109.23 $2.26 Million - $2.43 Million	22,236 New	22,236 $2.39 Million

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

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About VANGUARD TOTAL WORLD STK INDEX

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Sweet Financial Partners, LLC Vanguard Total World Stk Index Transaction History