Goal Fusion Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Goal Fusion Wealth Management, LLC

$183 Million
Q4 2024

A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 197,871 shares of VT stock, worth $24.1 Million. This represents 12.68% of its overall portfolio holdings.

Number of Shares

197,871

Previous 191,505 3.32%

Holding current value

$24.1 Million

Previous $22.9 Million 1.4%

% of portfolio

12.68%

Previous 12.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$117.09 - $123.07 $745,394 - $783,463	6,366 Added 3.32%	197,871 $23.2 Million
Q3 2024 Oct 07, 2024	BUY	$107.72 - $119.96 $1.39 Million - $1.54 Million	12,875 Added 7.21%	191,505 $22.9 Million
Q2 2024 Jul 18, 2024	SELL	$104.94 - $113.51 $35,574 - $38,479	-339 Reduced 0.19%	178,630 $20.1 Million
Q1 2024 Apr 03, 2024	BUY	$100.68 - $110.5 $4,127 - $4,530	41 Added 0.02%	178,969 $19.8 Million
Q4 2023 Jan 02, 2024	BUY	$88.97 - $103.1 $113,169 - $131,143	1,272 Added 0.72%	178,928 $18.4 Million
Q3 2023 Oct 10, 2023	BUY	$92.79 - $100.59 $202,560 - $219,587	2,183 Added 1.24%	177,656 $16.6 Million
Q2 2023 Jul 17, 2023	BUY	$91.33 - $98.06 $410,163 - $440,387	4,491 Added 2.63%	175,473 $17 Million
Q1 2023 Apr 03, 2023	SELL	$86.24 - $94.55 $1.84 Million - $2.02 Million	-21,349 Reduced 11.1%	170,982 $15.7 Million
Q4 2022 Feb 09, 2023	BUY	$78.67 - $91.07 $760,581 - $880,464	9,668 Added 5.29%	192,331 $16.6 Million
Q3 2022 Oct 24, 2022	BUY	$78.88 - $94.48 $948,768 - $1.14 Million	12,028 Added 7.05%	182,663 $14.4 Million
Q2 2022 Jul 29, 2022	BUY	$83.88 - $102.77 $817,746 - $1 Million	9,749 Added 6.06%	170,635 $14.6 Million
Q1 2022 May 06, 2022	BUY	$93.8 - $108.09 $1.03 Million - $1.19 Million	11,011 Added 7.35%	160,886 $16.3 Million
Q4 2021 Jan 31, 2022	BUY	$101.45 - $109.23 $15.2 Million - $16.4 Million	149,875 New	149,875 $14.6 Million

Others Institutions Holding VT

# of Institutions

1,013

Shares Held

87M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Goal Fusion Wealth Management, LLC with notifications on news.

Account

Goal Fusion Wealth Management, LLC Vanguard Total World Stk Index Transaction History