Ima Wealth, Inc. Vanguard Total World Stk Index Transaction History

Ima Wealth, Inc.

  • $989 Million
  • Q3 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ima Wealth, Inc. holds 3,514 shares of VT stock, worth $489,289. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,514
Previous 9,064 61.23%
Holding current value
$489,289
Previous $1.16 Million 58.42%
% of portfolio
0.05%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$128.41 - $138.03 $712,675 - $766,066
-5,550 Reduced 61.23%
3,514 $484,000
Q2 2025

Aug 07, 2025
BUY
$103.16 - $128.52 $88,820 - $110,655
861 Added 10.5%
9,064 $1.16 Million
Q1 2025

May 06, 2025
BUY
$115.08 - $123.97 $64,559 - $69,547
561 Added 7.34%
8,203 $951,000
Q4 2024

Feb 14, 2025
BUY
$117.09 - $123.07 $894,801 - $940,500
7,642 New
7,642 $897,000

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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