Wealthspire Advisors, LLC Vanguard Total World Stk Index Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 416,510 shares of VT stock, worth $54.4 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

416,510

Previous 196,611 111.84%

Holding current value

$54.4 Million

Previous $23.1 Million 109.09%

% of portfolio

0.29%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$115.08 - $123.97 $25.3 Million - $27.3 Million	219,899 Added 111.84%	416,510 $48.3 Million
Q4 2024 Feb 03, 2025	SELL	$117.09 - $123.07 $1.76 Million - $1.85 Million	-15,044 Reduced 7.11%	196,611 $23.1 Million
Q3 2024 Nov 13, 2024	SELL	$107.72 - $119.96 $1.82 Million - $2.02 Million	-16,871 Reduced 7.38%	211,655 $25.3 Million
Q2 2024 Aug 08, 2024	SELL	$104.94 - $113.51 $1.82 Million - $1.97 Million	-17,369 Reduced 7.06%	228,526 $25.7 Million
Q1 2024 May 06, 2024	SELL	$100.68 - $110.5 $1.71 Million - $1.88 Million	-16,980 Reduced 6.46%	245,895 $27.2 Million
Q4 2023 Feb 06, 2024	SELL	$88.97 - $103.1 $1.59 Million - $1.84 Million	-17,830 Reduced 6.35%	262,875 $27 Million
Q3 2023 Nov 06, 2023	SELL	$92.79 - $100.59 $895,330 - $970,592	-9,649 Reduced 3.32%	280,705 $26.2 Million
Q2 2023 Jul 31, 2023	SELL	$91.33 - $98.06 $2.12 Million - $2.27 Million	-23,165 Reduced 7.39%	290,354 $28.2 Million
Q1 2023 May 09, 2023	SELL	$86.24 - $94.55 $744,078 - $815,777	-8,628 Reduced 2.68%	313,519 $28.9 Million
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $383,358 - $443,784	4,873 Added 1.54%	322,147 $27.8 Million
Q3 2022 Nov 14, 2022	BUY	$78.88 - $94.48 $854,428 - $1.02 Million	10,832 Added 3.53%	317,274 $25 Million
Q2 2022 Aug 09, 2022	BUY	$83.88 - $102.77 $25.7 Million - $31.5 Million	306,442 New	306,442 $26.2 Million
Q4 2021 Feb 14, 2022	SELL	$101.45 - $109.23 $32.9 Million - $35.4 Million	-324,378 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$101.52 - $107.65 $32.9 Million - $34.9 Million	324,378 New	324,378 $33 Million
Q2 2021 Aug 13, 2021	SELL	$98.57 - $104.51 $260,717 - $276,428	-2,645 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$92.05 - $98.71 $9,757 - $10,463	106 Added 4.17%	2,645 $257,000
Q4 2020 Feb 16, 2021	BUY	$78.99 - $92.58 $200,555 - $235,060	2,539 New	2,539 $235,000

Others Institutions Holding VT

# of Institutions

1,118

Shares Held

109M

Call Options Held

315K

Put Options Held

120K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Wealthspire Advisors, LLC Vanguard Total World Stk Index Transaction History