Aptus Capital Advisors, LLC Vanguard Total World Stk Index Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 464 shares of VT stock, worth $55,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares

464

Previous 384 20.83%

Holding current value

$55,944

Previous $45,000 20.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $9,367 - $9,845	80 Added 20.83%	464 $54,000
Q3 2024 Nov 05, 2024	SELL	$107.72 - $119.96 $24,883 - $27,710	-231 Reduced 37.56%	384 $45,000
Q2 2024 Jul 31, 2024	SELL	$104.94 - $113.51 $2,728 - $2,951	-26 Reduced 4.06%	615 $69,000
Q1 2024 May 15, 2024	BUY	$100.68 - $110.5 $60,911 - $66,852	605 Added 1680.56%	641 $70,000
Q4 2023 Feb 13, 2024	SELL	$88.97 - $103.1 $93,596 - $108,461	-1,052 Reduced 96.69%	36 $3,000
Q3 2023 Nov 08, 2023	BUY	$92.79 - $100.59 $100,955 - $109,441	1,088 New	1,088 $101,000
Q1 2022 May 04, 2022	SELL	$93.8 - $108.09 $46,900 - $54,045	-500 Closed	0 $0
Q3 2021 Oct 27, 2021	SELL	$101.52 - $107.65 $109,641 - $116,262	-1,080 Reduced 68.35%	500 $51,000
Q2 2021 Jul 27, 2021	BUY	$98.57 - $104.51 $492 - $522	5 Added 0.32%	1,580 $164,000
Q1 2021 May 06, 2021	BUY	$92.05 - $98.71 $276 - $296	3 Added 0.19%	1,575 $153,000
Q4 2020 Feb 10, 2021	BUY	$78.99 - $92.58 $124,172 - $145,535	1,572 New	1,572 $145,000

Others Institutions Holding VT

# of Institutions

1,084

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Account

Aptus Capital Advisors, LLC Vanguard Total World Stk Index Transaction History