Doyle Wealth Management Vanguard Total World Stk Index Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Doyle Wealth Management holds 3,055 shares of VT stock, worth $425,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,055

Previous 3,198 4.47%

Holding current value

$425,378

Previous $273,000 11.72%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	SELL	$78.88 - $94.48 $11,279 - $13,510	-143 Reduced 4.47%	3,055 $241,000
Q2 2022 Aug 10, 2022	SELL	$83.88 - $102.77 $12,078 - $14,798	-144 Reduced 4.31%	3,198 $273,000
Q1 2022 May 13, 2022	BUY	$93.8 - $108.09 $1,594 - $1,837	17 Added 0.51%	3,342 $338,000
Q4 2021 Feb 11, 2022	BUY	$101.45 - $109.23 $9,536 - $10,267	94 Added 2.91%	3,325 $0
Q3 2021 Nov 12, 2021	BUY	$101.52 - $107.65 $6,598 - $6,997	65 Added 2.05%	3,231 $329,000

Q2 2021 Aug 03, 2021	BUY	$98.57 - $104.51 $1,281 - $1,358	13 Added 0.41%	3,166 $328,000
Q1 2021 May 07, 2021	SELL	$92.05 - $98.71 $43,171 - $46,294	-469 Reduced 12.95%	3,153 $307,000
Q4 2020 Feb 04, 2021	BUY	$78.99 - $92.58 $286,101 - $335,324	3,622 New	3,622 $335,000
Q3 2019 Nov 05, 2019	SELL	$74.55 - $76.17 $137,917 - $140,914	-1,850 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	1,850 New	1,850 $139,000
Q1 2019 May 13, 2019	SELL	N/A	-1,849 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	1,849 New	1,849 $121,000

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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Doyle Wealth Management Vanguard Total World Stk Index Transaction History