Golden State Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,851 shares of VT stock, worth $257,733. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,851

Previous 1,846 0.27%

Holding current value

$257,733

Previous $237 Million 7.54%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$128.41 - $138.03 $642 - $690	5 Added 0.27%	1,851 $255 Million
Q2 2025 Aug 06, 2025	BUY	$103.16 - $128.52 $825 - $1,028	8 Added 0.44%	1,846 $237 Million
Q1 2025 Apr 24, 2025	SELL	$115.08 - $123.97 $211,517 - $227,856	-1,838 Reduced 50.0%	1,838 $213 Million
Q1 2025 Apr 23, 2025	BUY	$115.08 - $123.97 $212,092 - $228,476	1,843 Added 100.55%	3,676 $426,000
Q4 2024 Jan 28, 2025	SELL	$117.09 - $123.07 $2.41 Million - $2.53 Million	-20,588 Reduced 91.82%	1,833 $215 Million

Q1 2022 May 16, 2022	BUY	$93.8 - $108.09 $189,382 - $218,233	2,019 Added 9.9%	22,421 $2.18 Million
Q4 2021 Feb 14, 2022	SELL	$101.45 - $109.23 $51,435 - $55,379	-507 Reduced 2.42%	20,402 $2.19 Million
Q3 2021 Nov 15, 2021	SELL	$101.52 - $107.65 $21,928 - $23,252	-216 Reduced 1.02%	20,909 $2.13 Million
Q2 2021 Aug 12, 2021	SELL	$98.57 - $104.51 $127,746 - $135,444	-1,296 Reduced 5.78%	21,125 $2.19 Million
Q1 2021 May 14, 2021	BUY	$92.05 - $98.71 $92 - $98	1 Added 0.0%	22,421 $2.18 Million
Q4 2020 Jan 28, 2021	BUY	$78.99 - $92.58 $28,199 - $33,051	357 Added 1.62%	22,420 $2.08 Million
Q3 2020 Nov 12, 2020	BUY	$75.3 - $85.07 $1.66 Million - $1.88 Million	22,063 New	22,063 $1.78 Million
Q2 2020 Aug 11, 2020	SELL	$60.03 - $78.43 $1.41 Million - $1.84 Million	-23,424 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$54.48 - $83.17 $1.28 Million - $1.95 Million	23,424 New	23,424 $1.47 Million

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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Golden State Wealth Management, LLC Vanguard Total World Stk Index Transaction History