Delap Wealth Advisory, LLC Vanguard Total World Stk Index Transaction History

Delap Wealth Advisory, LLC

  • $158 Billion
  • Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 3,554 shares of VT stock, worth $433,197. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,554
Previous 3,554 -0.0%
Holding current value
$433,197
Previous $400 Million 6.28%
% of portfolio
0.27%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$100.68 - $110.5 $357,816 - $392,717
-3,554 Reduced 50.0%
3,554 $393 Million
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $316,199 - $366,417
3,554 Added 100.0%
7,108 $731 Million
Q3 2023

Nov 13, 2023
BUY
$92.79 - $100.59 $329,775 - $357,496
3,554 New
3,554 $331 Million

Others Institutions Holding VT

# of Institutions
1,009
Shares Held
86.8M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email