Cfs Investment Advisory Services, LLC Vanguard Total World Stk Index Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 13,331 shares of VT stock, worth $1.63 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,331

Previous 12,579 5.98%

Holding current value

$1.63 Million

Previous $1.51 Million 3.98%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$117.09 - $123.07 $88,051 - $92,548	752 Added 5.98%	13,331 $1.57 Million
Q3 2024 Nov 12, 2024	BUY	$107.72 - $119.96 $99,641 - $110,963	925 Added 7.94%	12,579 $1.51 Million
Q2 2024 Aug 13, 2024	BUY	$104.94 - $113.51 $1.22 Million - $1.32 Million	11,654 New	11,654 $1.31 Million
Q2 2023 Jul 21, 2023	BUY	$91.33 - $98.06 $962,618 - $1.03 Million	10,540 New	10,540 $1.02 Million
Q2 2022 Aug 16, 2022	SELL	$83.88 - $102.77 $81.3 Million - $99.7 Million	-969,794 Reduced 99.01%	9,680 $826,000
Q1 2022 May 27, 2022	BUY	$93.8 - $108.09 $91.2 Million - $105 Million	972,730 Added 14423.64%	979,474 $10,000
Q4 2021 Feb 14, 2022	BUY	$101.45 - $109.23 $684,178 - $736,647	6,744 New	6,744 $691,000

Others Institutions Holding VT

# of Institutions

1,013

Shares Held

87M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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Cfs Investment Advisory Services, LLC Vanguard Total World Stk Index Transaction History