Hb Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Hb Wealth Management, LLC holds 103,393 shares of VT stock, worth $14.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
103,393
Previous 100,074 3.32%
Holding current value
$14.4 Million
Previous $12.9 Million 10.78%
% of portfolio
0.1%
Previous 0.1%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$128.41 - $138.03 $426,192 - $458,121
3,319 Added 3.32%
103,393 $14.2 Million
Q2 2025

Jul 17, 2025
SELL
$103.16 - $128.52 $468,036 - $583,095
-4,537 Reduced 4.34%
100,074 $12.9 Million
Q1 2025

May 07, 2025
BUY
$115.08 - $123.97 $10.3 Million - $11.1 Million
89,536 Added 593.94%
104,611 $12.1 Million
Q4 2024

Jan 15, 2025
SELL
$117.09 - $123.07 $2,575 - $2,707
-22 Reduced 0.15%
15,075 $1.77 Million
Q3 2024

Oct 15, 2024
BUY
$107.72 - $119.96 $94,147 - $104,845
874 Added 6.14%
15,097 $1.81 Million
Q2 2024

Jul 26, 2024
BUY
$104.94 - $113.51 $3,882 - $4,199
37 Added 0.26%
14,223 $1.6 Million
Q1 2024

Apr 30, 2024
SELL
$100.68 - $110.5 $159,879 - $175,474
-1,588 Reduced 10.07%
14,186 $1.57 Million
Q4 2023

Jan 16, 2024
SELL
$88.97 - $103.1 $147,601 - $171,042
-1,659 Reduced 9.52%
15,774 $1.62 Million
Q3 2023

Oct 13, 2023
SELL
$92.79 - $100.59 $37,301 - $40,437
-402 Reduced 2.25%
17,433 $1.62 Million
Q2 2023

Jul 13, 2023
BUY
$91.33 - $98.06 $32,513 - $34,909
356 Added 2.04%
17,835 $1.73 Million
Q1 2023

Apr 13, 2023
BUY
$86.24 - $94.55 $19,404 - $21,273
225 Added 1.3%
17,479 $1.61 Million
Q4 2022

Jan 20, 2023
SELL
$78.67 - $91.07 $59,159 - $68,484
-752 Reduced 4.18%
17,254 $0
Q3 2022

Oct 19, 2022
SELL
$78.88 - $94.48 $294,853 - $353,166
-3,738 Reduced 17.19%
18,006 $1.42 Million
Q2 2022

Jul 15, 2022
SELL
$83.88 - $102.77 $10,988 - $13,462
-131 Reduced 0.6%
21,744 $1.86 Million
Q1 2022

May 16, 2022
BUY
$93.8 - $108.09 $520,590 - $599,899
5,550 Added 34.0%
21,875 $2.22 Million
Q4 2021

Feb 15, 2022
BUY
$101.45 - $109.23 $1.66 Million - $1.78 Million
16,325 New
16,325 $1.75 Million

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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