Vista Wealth Management Group, LLC Vanguard Total World Stk Index Transaction History

Vista Wealth Management Group, LLC

$1.49 Billion
Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 21,073 shares of VT stock, worth $2.55 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

21,073

Previous 23,590 10.67%

Holding current value

$2.55 Million

Previous $2.82 Million 12.33%

% of portfolio

0.17%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$117.09 - $123.07 $294,715 - $309,767	-2,517 Reduced 10.67%	21,073 $2.48 Million
Q3 2024 Nov 06, 2024	BUY	$107.72 - $119.96 $538 - $599	5 Added 0.02%	23,590 $2.82 Million
Q2 2024 Jul 30, 2024	BUY	$104.94 - $113.51 $629 - $681	6 Added 0.03%	23,585 $2.66 Million
Q1 2024 Apr 29, 2024	BUY	$100.68 - $110.5 $503 - $552	5 Added 0.02%	23,579 $2.61 Million
Q4 2023 Feb 12, 2024	BUY	$88.97 - $103.1 $278,743 - $323,012	3,133 Added 15.33%	23,574 $2.43 Million
Q3 2023 Nov 14, 2023	BUY	$92.79 - $100.59 $467,754 - $507,074	5,041 Added 32.73%	20,441 $1.9 Million
Q1 2023 May 04, 2023	SELL	$86.24 - $94.55 $94,864 - $104,005	-1,100 Reduced 6.67%	15,400 $1.42 Million
Q2 2022 Jul 14, 2022	BUY	$83.88 - $102.77 $322,938 - $395,664	3,850 Added 30.43%	16,500 $1.4 Million
Q1 2022 May 04, 2022	SELL	$93.8 - $108.09 $750 - $864	-8 Reduced 0.06%	12,650 $1.28 Million
Q2 2021 Jul 27, 2021	BUY	$98.57 - $104.51 $788 - $836	8 Added 0.06%	12,658 $1.31 Million
Q1 2021 Apr 26, 2021	BUY	$92.05 - $98.71 $1.16 Million - $1.25 Million	12,650 New	12,650 $1.23 Million
Q4 2020 Jan 25, 2021	SELL	$78.99 - $92.58 $999,223 - $1.17 Million	-12,650 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$54.48 - $83.17 $689,172 - $1.05 Million	12,650 New	12,650 $794,000

Others Institutions Holding VT

# of Institutions

1,025

Shares Held

87.4M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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Vista Wealth Management Group, LLC Vanguard Total World Stk Index Transaction History