Venturi Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 17 shares of VT stock, worth $1,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 312 94.55%
Holding current value
$1,941
Previous $32,000 96.88%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$100.68 - $110.5 $29,700 - $32,597
-295 Reduced 94.55%
17 $1,000
Q4 2023

Jan 23, 2024
BUY
$88.97 - $103.1 $26,246 - $30,414
295 Added 1735.29%
312 $32,000
Q1 2023

May 02, 2023
BUY
$86.24 - $94.55 $1,466 - $1,607
17 New
17 $1,000
Q1 2021

Apr 22, 2021
SELL
N/A
-2,538 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
2,342 Added 1194.9%
2,538 $235,000
Q3 2019

Oct 29, 2019
BUY
N/A
196 New
196 $15,000

Others Institutions Holding VT

# of Institutions
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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