Wealthstream Advisors, Inc. Vanguard Total World Stk Index Transaction History

Wealthstream Advisors, Inc.

$255 Million
Q1 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 23,909 shares of VT stock, worth $2.74 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

23,909

Previous 25,194 5.1%

Holding current value

$2.74 Million

Previous $2.59 Million 1.93%

% of portfolio

1.04%

Previous 1.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$100.68 - $110.5 $129,373 - $141,992	-1,285 Reduced 5.1%	23,909 $2.64 Million
Q4 2023 Feb 12, 2024	SELL	$88.97 - $103.1 $71,087 - $82,376	-799 Reduced 3.07%	25,194 $2.59 Million
Q3 2023 Nov 06, 2023	SELL	$92.79 - $100.59 $73,211 - $79,365	-789 Reduced 2.95%	25,993 $2.42 Million
Q2 2023 Aug 02, 2023	BUY	$91.33 - $98.06 $10,137 - $10,884	111 Added 0.42%	26,782 $2.6 Million
Q1 2023 May 02, 2023	SELL	$86.24 - $94.55 $316,069 - $346,525	-3,665 Reduced 12.08%	26,671 $2.46 Million

Q4 2022 Feb 02, 2023	BUY	$83.11 - $91.07 $354,297 - $388,231	4,263 Added 16.35%	30,336 $2.61 Million
Q3 2022 Oct 28, 2022	BUY	N/A	241 Added 0.93%	26,073 $2.06 Million
Q2 2022 Aug 05, 2022	BUY	N/A	1,397 Added 5.72%	25,832 $2.2 Million
Q1 2022 May 10, 2022	BUY	N/A	8,324 Added 51.67%	24,435 $2.48 Million
Q4 2021 Feb 09, 2022	BUY	N/A	16,111 New	16,111 $1.73 Million

Others Institutions Holding VT

# of Institutions

931

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

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About VANGUARD TOTAL WORLD STK INDEX

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Wealthstream Advisors, Inc. Vanguard Total World Stk Index Transaction History