Wealth Architects, LLC Vanguard Total World Stk Index Transaction History

Wealth Architects, LLC

  • $739 Million
  • Q1 2024

A detailed history of Wealth Architects, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wealth Architects, LLC holds 159,962 shares of VT stock, worth $18.1 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
159,962
Previous 154,919 3.26%
Holding current value
$18.1 Million
Previous $15.9 Million 10.9%
% of portfolio
2.39%
Previous 2.29%

Shares

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

May 13, 2024
BUY
$100.68 - $110.5 $507,729 - $557,251
5,043 Added 3.26%
159,962 $17.7 Million
Q4 2023

Feb 14, 2024
SELL
$88.97 - $103.1 $97,955 - $113,513
-1,101 Reduced 0.71%
154,919 $15.9 Million
Q3 2023

Nov 09, 2023
BUY
$92.79 - $100.59 $20,413 - $22,129
220 Added 0.14%
156,020 $14.5 Million
Q2 2023

Aug 02, 2023
BUY
$91.33 - $98.06 $245,129 - $263,193
2,684 Added 1.75%
155,800 $15.1 Million
Q1 2023

Apr 21, 2023
SELL
$86.24 - $94.55 $32,253 - $35,361
-374 Reduced 0.24%
153,116 $14.1 Million
Q4 2022

Feb 09, 2023
SELL
$83.11 - $91.07 $21,109 - $23,131
-254 Reduced 0.17%
153,490 $13.2 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-837 Reduced 0.54%
153,744 $12.1 Million
Q2 2022

Jul 29, 2022
BUY
N/A
270 Added 0.17%
154,581 $13.2 Million
Q1 2022

May 17, 2022
BUY
N/A
1,598 Added 1.05%
154,311 $15.6 Million
Q4 2021

Jan 19, 2022
BUY
N/A
582 Added 0.38%
152,713 $16.4 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-1,093 Reduced 0.71%
152,131 $0
Q2 2021

Aug 09, 2021
SELL
N/A
-77 Reduced 0.05%
153,224 $15.9 Million
Q1 2021

Apr 29, 2021
BUY
N/A
249 Added 0.16%
153,301 $14.9 Million
Q4 2020

Jan 28, 2021
SELL
N/A
-572 Reduced 0.37%
153,052 $14.2 Million
Q3 2020

Nov 09, 2020
BUY
N/A
45 Added 0.03%
153,624 $12.4 Million
Q2 2020

Aug 14, 2020
BUY
N/A
7,536 Added 5.16%
153,579 $11.5 Million
Q1 2020

Apr 23, 2020
BUY
N/A
9,414 Added 6.89%
146,043 $9.17 Million
Q4 2019

Jan 28, 2020
BUY
N/A
11 Added 0.01%
136,629 $11.1 Million
Q3 2019

Oct 23, 2019
SELL
N/A
-61 Reduced 0.04%
136,618 $10.2 Million
Q2 2019

Jul 12, 2019
BUY
N/A
8 Added 0.01%
136,679 $10.3 Million
Q1 2019

May 01, 2019
BUY
N/A
405 Added 0.3%
136,671 $10 Million
Q4 2018

Jan 17, 2019
BUY
N/A
249 Added 0.18%
136,266 $8.92 Million
Q3 2018

Oct 04, 2018
BUY
N/A
388 Added 0.29%
136,017 $10.3 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-2,845 Reduced 2.05%
135,629 $9.95 Million
Q1 2018

Apr 13, 2018
BUY
N/A
226 Added 0.16%
138,474 $10.2 Million
Q4 2017

Jan 31, 2018
BUY
N/A
242 Added 0.18%
138,248 $10.3 Million
Q3 2017

Nov 08, 2017
BUY
N/A
3,194 Added 2.37%
138,006 $9.76 Million
Q2 2017

Aug 10, 2017
BUY
N/A
134,812
134,812 $9.1 Million

Others Institutions Holding VT

# of Institutions
930
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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