Syverson Strege & CO Vanguard Total World Stk Index Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$86.24 - $94.55 $5,519 - $6,051	64 Added 15.02%	490 $45,000
Q4 2022 Feb 06, 2023	BUY	$78.67 - $91.07 $78 - $91	1 Added 0.24%	426 $36,000
Q3 2022 Nov 09, 2022	BUY	$78.88 - $94.48 $157 - $188	2 Added 0.47%	425 $33,000
Q2 2022 Aug 11, 2022	BUY	$83.88 - $102.77 $10,820 - $13,257	129 Added 43.88%	423 $36,000
Q1 2022 Apr 13, 2022	BUY	$93.8 - $108.09 $5,534 - $6,377	59 Added 25.11%	294 $30,000
Q4 2021 Jan 19, 2022	BUY	$101.45 - $109.23 $101 - $109	1 Added 0.43%	235 $25,000
Q3 2021 Nov 02, 2021	BUY	$101.52 - $107.65 $203 - $215	2 Added 0.86%	234 $24,000
Q2 2021 Aug 04, 2021	SELL	$98.57 - $104.51 $1,084 - $1,149	-11 Reduced 4.53%	232 $24,000
Q1 2021 May 07, 2021	BUY	$92.05 - $98.71 $92 - $98	1 Added 0.41%	243 $24,000
Q4 2020 Feb 03, 2021	BUY	$78.99 - $92.58 $19,115 - $22,404	242 New	242 $22,000

Others Institutions Holding VT

# of Institutions

999

Shares Held

88.8M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.42 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$504 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$487 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$293 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$291 Million
4.91% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

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