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 $48.6 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
416,510
Previous 196,611 111.84%
Holding current value
$48.6 Million
Previous $23.1 Million 109.09%
% of portfolio
0.29%
Previous 0.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,093
Shares Held
104M
Call Options Held
154K
Put Options Held
62.7K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
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More about VT
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