Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History

Intelligent Financial Strategies

  • $176 Million
  • Q3 2024

A detailed history of Intelligent Financial Strategies transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Intelligent Financial Strategies holds 14,564 shares of VT stock, worth $1.71 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
14,564
Previous 14,263 2.11%
Holding current value
$1.71 Million
Previous $1.61 Million 8.53%
% of portfolio
0.99%
Previous 1.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$107.72 - $119.96 $32,423 - $36,107
301 Added 2.11%
14,564 $1.74 Million
Q2 2024

Jul 25, 2024
SELL
$104.94 - $113.51 $1.81 Million - $1.96 Million
-17,263 Reduced 54.76%
14,263 $1.61 Million
Q1 2024

Apr 26, 2024
BUY
$100.68 - $110.5 $205,487 - $225,530
2,041 Added 6.92%
31,526 $3.48 Million
Q4 2023

Feb 08, 2024
BUY
$88.97 - $103.1 $2.19 Million - $2.54 Million
24,634 Added 507.81%
29,485 $3.03 Million
Q3 2023

Oct 30, 2023
SELL
$92.79 - $100.59 $9,186 - $9,958
-99 Reduced 2.0%
4,851 $452,000
Q2 2023

Jul 20, 2023
BUY
$91.33 - $98.06 $182 - $196
2 Added 0.04%
4,950 $480,000
Q4 2022

Jan 24, 2023
SELL
$78.67 - $91.07 $1.64 Million - $1.9 Million
-20,815 Reduced 80.79%
4,948 $0
Q3 2022

Nov 10, 2022
SELL
$78.88 - $94.48 $302,820 - $362,708
-3,839 Reduced 12.97%
25,763 $2.03 Million
Q2 2022

Aug 08, 2022
SELL
$83.88 - $102.77 $3.62 Million - $4.44 Million
-43,207 Reduced 59.34%
29,602 $2.53 Million
Q1 2022

Apr 25, 2022
SELL
$93.8 - $108.09 $1.3 Million - $1.49 Million
-13,822 Reduced 15.96%
72,809 $7.38 Million
Q4 2021

Feb 15, 2022
BUY
$101.45 - $109.23 $8.79 Million - $9.46 Million
86,631 New
86,631 $9.31 Million

Others Institutions Holding VT

# of Institutions
978
Shares Held
86.9M
Call Options Held
213K
Put Options Held
50.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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