Fsm Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 156,281 shares of VT stock, worth $19 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

156,281

Previous 147,910 5.66%

Holding current value

$19 Million

Previous $17.7 Million 3.7%

% of portfolio

4.53%

Previous 4.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$117.09 - $123.07 $980,160 - $1.03 Million	8,371 Added 5.66%	156,281 $18.4 Million
Q3 2024 Oct 30, 2024	BUY	$107.72 - $119.96 $1.33 Million - $1.48 Million	12,327 Added 9.09%	147,910 $17.7 Million
Q2 2024 Jul 12, 2024	BUY	$104.94 - $113.51 $1.2 Million - $1.29 Million	11,393 Added 9.17%	135,583 $15.3 Million
Q1 2024 May 14, 2024	BUY	$100.68 - $110.5 $3.43 Million - $3.77 Million	34,086 Added 37.83%	124,190 $13.7 Million
Q4 2023 May 14, 2024	BUY	$88.97 - $103.1 $584,710 - $677,573	6,572 Added 7.87%	90,104 $9.27 Million
Q3 2023 Nov 14, 2023	SELL	$92.79 - $100.59 $184,930 - $200,475	-1,993 Reduced 2.33%	83,532 $7.78 Million
Q2 2023 Jul 12, 2023	BUY	$91.33 - $98.06 $918,779 - $986,483	10,060 Added 13.33%	85,525 $8.29 Million
Q1 2023 Apr 24, 2023	BUY	$86.24 - $94.55 $1.46 Million - $1.61 Million	16,978 Added 29.03%	75,465 $6.95 Million
Q4 2022 Jan 19, 2023	BUY	$78.67 - $91.07 $605,837 - $701,330	7,701 Added 15.16%	58,487 $0
Q3 2022 Oct 24, 2022	BUY	$78.88 - $94.48 $413,331 - $495,075	5,240 Added 11.5%	50,786 $4.01 Million
Q2 2022 Aug 12, 2022	BUY	$83.88 - $102.77 $3.82 Million - $4.68 Million	45,546 New	45,546 $4.17 Million

Others Institutions Holding VT

# of Institutions

1,084

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Fsm Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History