Waypoint Wealth Partners Inc. Vanguard Total World Stk Index Transaction History

Waypoint Wealth Partners Inc.

  • $362 Million
  • Q3 2024

A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 3,125 shares of VT stock, worth $370,375. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,125
Previous 3,125 -0.0%
Holding current value
$370,375
Previous $351,000 6.55%
% of portfolio
0.1%
Previous 0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$104.94 - $113.51 $6,086 - $6,583
-58 Reduced 1.82%
3,125 $351,000
Q1 2024

Apr 24, 2024
SELL
$100.68 - $110.5 $3,020 - $3,315
-30 Reduced 0.93%
3,183 $351,000
Q4 2023

Feb 09, 2024
SELL
$88.97 - $103.1 $159,256 - $184,549
-1,790 Reduced 35.78%
3,213 $330,000
Q3 2023

Oct 23, 2023
SELL
$92.79 - $100.59 $240,511 - $260,729
-2,592 Reduced 34.13%
5,003 $466,000
Q2 2023

Jul 31, 2023
BUY
$91.33 - $98.06 $12,420 - $13,336
136 Added 1.82%
7,595 $736,000
Q1 2023

May 01, 2023
BUY
$86.24 - $94.55 $3,967 - $4,349
46 Added 0.62%
7,459 $686,000
Q4 2022

Feb 01, 2023
BUY
$78.67 - $91.07 $65,768 - $76,134
836 Added 12.71%
7,413 $638,000
Q3 2022

Oct 26, 2022
SELL
$78.88 - $94.48 $6,783 - $8,125
-86 Reduced 1.29%
6,577 $519,000
Q2 2022

Aug 05, 2022
SELL
$83.88 - $102.77 $3,103 - $3,802
-37 Reduced 0.55%
6,663 $569,000
Q1 2022

May 09, 2022
SELL
$93.8 - $108.09 $32,361 - $37,291
-345 Reduced 4.9%
6,700 $679,000
Q4 2021

Feb 09, 2022
BUY
$101.45 - $109.23 $99,522 - $107,154
981 Added 16.18%
7,045 $757,000
Q3 2021

Nov 09, 2021
SELL
$101.52 - $107.65 $23,146 - $24,544
-228 Reduced 3.62%
6,064 $617,000
Q2 2021

Aug 06, 2021
BUY
$98.57 - $104.51 $64,267 - $68,140
652 Added 11.56%
6,292 $652,000
Q1 2021

May 10, 2021
SELL
$92.05 - $98.71 $19,422 - $20,827
-211 Reduced 3.61%
5,640 $549,000
Q4 2020

Jan 29, 2021
BUY
$78.99 - $92.58 $462,170 - $541,685
5,851 New
5,851 $542,000

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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