Intergy Private Wealth, LLC Vanguard Total World Stk Index Transaction History

Intergy Private Wealth, LLC

  • $265 Million
  • Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 50,676 shares of VT stock, worth $6.14 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
50,676
Previous 50,234 0.88%
Holding current value
$6.14 Million
Previous $6.01 Million 1.0%
% of portfolio
2.24%
Previous 2.32%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$117.09 - $123.07 $51,753 - $54,396
442 Added 0.88%
50,676 $5.95 Million
Q3 2024

Oct 17, 2024
BUY
$107.72 - $119.96 $112,567 - $125,358
1,045 Added 2.12%
50,234 $6.01 Million
Q2 2024

Jul 15, 2024
SELL
$104.94 - $113.51 $17,105 - $18,502
-163 Reduced 0.33%
49,189 $5.54 Million
Q1 2024

Apr 24, 2024
BUY
$100.68 - $110.5 $27,586 - $30,277
274 Added 0.56%
49,352 $5.45 Million
Q4 2023

Jan 11, 2024
SELL
$88.97 - $103.1 $50,090 - $58,045
-563 Reduced 1.13%
49,078 $5.05 Million
Q3 2023

Oct 19, 2023
BUY
$92.79 - $100.59 $66,252 - $71,821
714 Added 1.46%
49,641 $4.63 Million
Q2 2023

Aug 11, 2023
BUY
$91.33 - $98.06 $56,898 - $61,091
623 Added 1.29%
48,927 $4.74 Million
Q1 2023

May 03, 2023
BUY
$86.24 - $94.55 $862 - $945
10 Added 0.02%
48,304 $4.45 Million
Q4 2022

Jan 18, 2023
SELL
$78.67 - $91.07 $167,252 - $193,614
-2,126 Reduced 4.22%
48,294 $0
Q3 2022

Oct 18, 2022
SELL
$78.88 - $94.48 $75,172 - $90,039
-953 Reduced 1.86%
50,420 $3.98 Million
Q2 2022

Jul 13, 2022
SELL
$83.88 - $102.77 $1.15 Million - $1.41 Million
-13,714 Reduced 21.07%
51,373 $4.38 Million
Q1 2022

Apr 25, 2022
SELL
$93.8 - $108.09 $1.81 Million - $2.08 Million
-19,253 Reduced 22.83%
65,087 $6.59 Million
Q4 2021

Feb 17, 2022
BUY
$101.45 - $109.23 $8.56 Million - $9.21 Million
84,340 New
84,340 $9.06 Million

Others Institutions Holding VT

# of Institutions
1,031
Shares Held
87.9M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
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More about VT
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