Buckingham Strategic Wealth, LLC Vanguard Total World Stk Index Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 69,851 shares of VT stock, worth $9.73 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

69,851

Previous 69,843 0.01%

Holding current value

$9.73 Million

Previous $7.72 Million 1.94%

% of portfolio

0.09%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$104.94 - $113.51 $839 - $908	8 Added 0.01%	69,851 $7.87 Million
Q1 2024 May 09, 2024	BUY	$100.68 - $110.5 $388,222 - $426,088	3,856 Added 5.84%	69,843 $7.72 Million
Q4 2023 Feb 14, 2024	SELL	$88.97 - $103.1 $103,827 - $120,317	-1,167 Reduced 1.74%	65,987 $6.79 Million
Q3 2023 Nov 13, 2023	BUY	$92.79 - $100.59 $64,581 - $70,010	696 Added 1.05%	67,154 $6.26 Million
Q2 2023 Aug 11, 2023	BUY	$91.33 - $98.06 $585,881 - $629,054	6,415 Added 10.68%	66,458 $6.45 Million

Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $655,950 - $759,341	8,338 Added 16.13%	60,043 $5.18 Million
Q3 2022 Nov 07, 2022	BUY	$78.88 - $94.48 $174,876 - $209,462	2,217 Added 4.48%	51,705 $4.08 Million
Q2 2022 Aug 12, 2022	BUY	$83.88 - $102.77 $578,855 - $709,215	6,901 Added 16.2%	49,488 $4.22 Million
Q1 2022 May 10, 2022	BUY	$93.8 - $108.09 $1.25 Million - $1.44 Million	13,302 Added 45.42%	42,587 $4.31 Million
Q4 2021 Feb 09, 2022	BUY	$101.45 - $109.23 $121,638 - $130,966	1,199 Added 4.27%	29,285 $3.15 Million
Q3 2021 Nov 10, 2021	BUY	$101.52 - $107.65 $18,679 - $19,807	184 Added 0.66%	28,086 $2.86 Million
Q2 2021 Aug 06, 2021	BUY	$98.57 - $104.51 $232,723 - $246,748	2,361 Added 9.24%	27,902 $2.89 Million
Q1 2021 Apr 30, 2021	BUY	$92.05 - $98.71 $32,033 - $34,351	348 Added 1.38%	25,541 $2.49 Million
Q4 2020 Feb 16, 2021	BUY	$78.99 - $92.58 $326,386 - $382,540	4,132 Added 19.62%	25,193 $2.33 Million
Q3 2020 Nov 12, 2020	BUY	$75.3 - $85.07 $143,597 - $162,228	1,907 Added 9.96%	21,061 $1.7 Million
Q2 2020 Aug 03, 2020	BUY	$60.03 - $78.43 $192,516 - $251,525	3,207 Added 20.11%	19,154 $1.43 Million
Q1 2020 May 07, 2020	BUY	$54.48 - $83.17 $636,871 - $972,257	11,690 Added 274.61%	15,947 $1 Million
Q4 2019 Feb 04, 2020	SELL	$72.8 - $81.27 $22,786 - $25,437	-313 Reduced 6.85%	4,257 $345,000
Q3 2019 Nov 12, 2019	BUY	$74.55 - $76.17 $9,393 - $9,597	126 Added 2.84%	4,570 $342,000
Q2 2019 Aug 05, 2019	BUY	N/A	1,234 Added 38.44%	4,444 $334,000
Q1 2019 May 02, 2019	BUY	N/A	2 Added 0.06%	3,210 $235,000
Q4 2018 Feb 11, 2019	SELL	N/A	-35 Reduced 1.08%	3,208 $210,000
Q3 2018 Nov 02, 2018	SELL	N/A	-430 Reduced 11.71%	3,243 $246,000
Q2 2018 Aug 13, 2018	BUY	N/A	11 Added 0.3%	3,673 $269,000
Q1 2018 May 14, 2018	SELL	N/A	-112 Reduced 2.97%	3,662 $270,000
Q4 2017 Feb 12, 2018	BUY	N/A	90 Added 2.44%	3,774 $280,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,684	3,684 $261,000

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

View Full List

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Buckingham Strategic Wealth, LLC Vanguard Total World Stk Index Transaction History