Swp Financial LLC Vanguard Total World Stk Index Transaction History

Swp Financial LLC

$182 Billion
Q2 2025

A detailed history of Swp Financial LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Swp Financial LLC holds 7,357 shares of VT stock, worth $969,726. This represents 0.52% of its overall portfolio holdings.

Number of Shares

7,357

Previous 7,409 0.7%

Holding current value

$969,726

Previous $859 Million 10.06%

% of portfolio

0.52%

Previous 0.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$103.16 - $128.52 $5,364 - $6,683	-52 Reduced 0.7%	7,357 $946 Million
Q1 2025 May 02, 2025	SELL	$115.08 - $123.97 $19,563 - $21,074	-170 Reduced 2.24%	7,409 $859 Million
Q2 2024 Jul 15, 2024	SELL	$104.94 - $113.51 $31,586 - $34,166	-301 Reduced 3.82%	7,579 $854 Million
Q1 2024 Apr 30, 2024	BUY	$100.68 - $110.5 $103,599 - $113,704	1,029 Added 15.02%	7,880 $871 Million
Q4 2023 Mar 08, 2024	BUY	$88.97 - $103.1 $609,533 - $706,338	6,851 New	6,851 $705 Million

Others Institutions Holding VT

# of Institutions

1,126

Shares Held

112M

Call Options Held

315K

Put Options Held

120K

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Swp Financial LLC Vanguard Total World Stk Index Transaction History