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 23,585 shares of VT stock, worth $2.81 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,585
Previous 23,579 0.03%
Holding current value
$2.81 Million
Previous $2.61 Million 1.96%
% of portfolio
0.2%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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