Values Added Financial LLC Vanguard Total World Stk Index Transaction History

Values Added Financial LLC

  • $206 Billion
  • Q2 2025

A detailed history of Values Added Financial LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Values Added Financial LLC holds 2,423 shares of VT stock, worth $337,935. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,423
Previous 2,422 0.04%
Holding current value
$337,935
Previous $281 Million 10.91%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$103.16 - $128.52 $103 - $128
1 Added 0.04%
2,423 $311 Million
Q1 2025

Apr 28, 2025
BUY
$115.08 - $123.97 $115 - $123
1 Added 0.04%
2,422 $281 Million
Q4 2024

Jan 29, 2025
BUY
$117.09 - $123.07 $351 - $369
3 Added 0.12%
2,421 $284 Million
Q3 2024

Oct 28, 2024
BUY
$107.72 - $119.96 $260,466 - $290,063
2,418 New
2,418 $289 Million

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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