Tci Wealth Advisors, Inc. Vanguard Total World Stk Index Transaction History

Tci Wealth Advisors, Inc.

$1.15 Billion
Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 3,347 shares of VT stock, worth $412,919. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,347

Previous 3,645 8.18%

Holding current value

$412,919

Previous $428,000 9.35%

% of portfolio

0.03%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$115.08 - $123.97 $34,293 - $36,943	-298 Reduced 8.18%	3,347 $388,000
Q4 2024 Jan 23, 2025	BUY	$117.09 - $123.07 $9,835 - $10,337	84 Added 2.36%	3,645 $428,000
Q3 2024 Oct 24, 2024	SELL	$107.72 - $119.96 $100,395 - $111,802	-932 Reduced 20.74%	3,561 $426,000
Q2 2024 Jul 30, 2024	BUY	$104.94 - $113.51 $10,179 - $11,010	97 Added 2.21%	4,493 $506,000
Q1 2024 May 07, 2024	BUY	$100.68 - $110.5 $26,881 - $29,503	267 Added 6.47%	4,396 $485,000
Q4 2023 Feb 06, 2024	BUY	$88.97 - $103.1 $35,232 - $40,827	396 Added 10.61%	4,129 $424,000
Q3 2023 Oct 31, 2023	SELL	$92.79 - $100.59 $140,484 - $152,293	-1,514 Reduced 28.85%	3,733 $347,000
Q2 2023 Aug 04, 2023	BUY	$91.33 - $98.06 $135,077 - $145,030	1,479 Added 39.25%	5,247 $508,000
Q1 2023 May 03, 2023	BUY	$86.24 - $94.55 $83,825 - $91,902	972 Added 34.76%	3,768 $346,000
Q4 2022 Feb 06, 2023	BUY	$78.67 - $91.07 $13,059 - $15,117	166 Added 6.31%	2,796 $240,000
Q3 2022 Nov 08, 2022	BUY	$78.88 - $94.48 $30,684 - $36,752	389 Added 17.36%	2,630 $207,000
Q2 2022 Jul 19, 2022	BUY	$83.88 - $102.77 $11,491 - $14,079	137 Added 6.51%	2,241 $191,000
Q1 2022 Apr 29, 2022	BUY	$93.8 - $108.09 $938 - $1,080	10 Added 0.48%	2,104 $213,000
Q4 2021 Jan 24, 2022	BUY	$101.45 - $109.23 $25,869 - $27,853	255 Added 13.87%	2,094 $225,000
Q3 2021 Oct 29, 2021	SELL	$101.52 - $107.65 $14,720 - $15,609	-145 Reduced 7.31%	1,839 $187,000
Q2 2021 Aug 02, 2021	BUY	$98.57 - $104.51 $23,656 - $25,082	240 Added 13.76%	1,984 $206,000
Q1 2021 Apr 29, 2021	SELL	$92.05 - $98.71 $17,949 - $19,248	-195 Reduced 10.06%	1,744 $170,000
Q4 2020 Jan 21, 2021	BUY	$78.99 - $92.58 $16,192 - $18,978	205 Added 11.82%	1,939 $180,000
Q3 2020 Oct 20, 2020	SELL	$75.3 - $85.07 $1,731 - $1,956	-23 Reduced 1.31%	1,734 $140,000
Q2 2020 Jul 20, 2020	SELL	$60.03 - $78.43 $150,855 - $197,094	-2,513 Reduced 58.85%	1,757 $131,000
Q1 2020 Apr 14, 2020	BUY	$54.48 - $83.17 $6,428 - $9,814	118 Added 2.84%	4,270 $268,000
Q4 2019 Jan 27, 2020	BUY	$72.8 - $81.27 $4,295 - $4,794	59 Added 1.44%	4,152 $336,000
Q2 2019 Jul 23, 2019	BUY	N/A	4 Added 0.1%	4,093 $308,000
Q1 2019 Apr 11, 2019	BUY	N/A	203 Added 5.22%	4,089 $299,000
Q4 2018 Jan 17, 2019	SELL	N/A	-147 Reduced 3.64%	3,886 $254,000
Q2 2018 Jul 27, 2018	BUY	N/A	49 Added 1.23%	4,033 $296,000
Q1 2018 Apr 30, 2018	SELL	N/A	-331 Reduced 7.67%	3,984 $293,000
Q4 2017 Feb 01, 2018	SELL	N/A	-1,312 Reduced 23.32%	4,315 $320,000
Q3 2017 Oct 24, 2017	BUY	N/A	368 Added 7.0%	5,627 $398,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,259	5,259 $355,000

Others Institutions Holding VT

# of Institutions

1,108

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

View Full List

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Tci Wealth Advisors, Inc. Vanguard Total World Stk Index Transaction History