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

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

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 15,075 shares of VT stock, worth $1.84 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,075

Previous 15,097 0.15%

Holding current value

$1.84 Million

Previous $1.81 Million 1.99%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,082

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