Annapolis Financial Services, LLC Vanguard Total World Stk Index Transaction History

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 429 shares of VT stock, worth $51,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares
429
Previous 356 20.51%
Holding current value
$51,351
Previous $40,000 27.5%
% of portfolio
0.02%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$107.72 - $119.96 $7,863 - $8,757
73 Added 20.51%
429 $51,000
Q2 2024

Jul 17, 2024
BUY
$104.94 - $113.51 $104 - $113
1 Added 0.28%
356 $40,000
Q1 2024

Apr 17, 2024
SELL
$100.68 - $110.5 $65,844 - $72,267
-654 Reduced 64.82%
355 $39,000
Q4 2023

Jan 31, 2024
SELL
$88.97 - $103.1 $14,769 - $17,114
-166 Reduced 14.13%
1,009 $103,000
Q3 2023

Oct 30, 2023
BUY
$92.79 - $100.59 $278 - $301
3 Added 0.26%
1,175 $109,000
Q2 2023

Jul 18, 2023
SELL
$91.33 - $98.06 $3,744 - $4,020
-41 Reduced 3.38%
1,172 $113,000
Q1 2023

Apr 17, 2023
BUY
$86.24 - $94.55 $59,074 - $64,766
685 Added 129.73%
1,213 $111,000
Q4 2022

Jan 20, 2023
SELL
$78.67 - $91.07 $10,699 - $12,385
-136 Reduced 20.48%
528 $0
Q3 2022

Oct 21, 2022
SELL
$78.88 - $94.48 $382,410 - $458,039
-4,848 Reduced 87.95%
664 $52,000
Q2 2022

Jul 22, 2022
BUY
$83.88 - $102.77 $425,355 - $521,146
5,071 Added 1149.89%
5,512 $470,000
Q4 2021

Feb 11, 2022
BUY
$101.45 - $109.23 $1,217 - $1,310
12 Added 2.8%
441 $47,000
Q1 2021

May 06, 2021
BUY
$92.05 - $98.71 $6,903 - $7,403
75 Added 21.19%
429 $42,000
Q4 2020

Feb 11, 2021
BUY
$78.99 - $92.58 $27,962 - $32,773
354 New
354 $33,000

Others Institutions Holding VT

# of Institutions
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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