Htg Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History

Htg Investment Advisors, Inc.

$219 Billion
Q4 2024

A detailed history of Htg Investment Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 14,266 shares of VT stock, worth $1.73 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

14,266

Previous 14,571 2.09%

Holding current value

$1.73 Million

Previous $1.74 Billion 3.9%

% of portfolio

0.77%

Previous 0.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$117.09 - $123.07 $35,712 - $37,536	-305 Reduced 2.09%	14,266 $1.68 Billion
Q3 2024 Nov 04, 2024	SELL	$107.72 - $119.96 $1,292 - $1,439	-12 Reduced 0.08%	14,571 $1.74 Billion
Q2 2024 Jul 31, 2024	BUY	$104.94 - $113.51 $54,568 - $59,025	520 Added 3.7%	14,583 $1.64 Billion
Q1 2024 Apr 29, 2024	BUY	$100.68 - $110.5 $57,689 - $63,316	573 Added 4.25%	14,063 $1.55 Billion
Q4 2023 Jan 29, 2024	BUY	$88.97 - $103.1 $91,994 - $106,605	1,034 Added 8.3%	13,490 $1.39 Billion
Q3 2023 Oct 24, 2023	BUY	$92.79 - $100.59 $23,104 - $25,046	249 Added 2.04%	12,456 $1.16 Billion
Q2 2023 Jul 17, 2023	BUY	$91.33 - $98.06 $164,211 - $176,311	1,798 Added 17.27%	12,207 $1.18 Billion
Q1 2023 Apr 13, 2023	BUY	$86.24 - $94.55 $26,216 - $28,743	304 Added 3.01%	10,409 $959 Million
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $794,960 - $920,262	10,105 New	10,105 $871 Million

Others Institutions Holding VT

# of Institutions

1,031

Shares Held

87.9M

Call Options Held

149K

Put Options Held

45.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Htg Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History