Kestra Private Wealth Services, LLC Vanguard Total World Stk Index Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,980 shares of VT stock, worth $721,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,980
Previous 3,602 66.02%
Holding current value
$721,008
Previous $431,000 62.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$117.09 - $123.07 $278,440 - $292,660
2,378 Added 66.02%
5,980 $702,000
Q3 2024

Nov 13, 2024
SELL
$107.72 - $119.96 $238,922 - $266,071
-2,218 Reduced 38.11%
3,602 $431,000
Q2 2024

Aug 12, 2024
SELL
$104.94 - $113.51 $91,192 - $98,640
-869 Reduced 12.99%
5,820 $655,000
Q1 2024

May 02, 2024
SELL
$100.68 - $110.5 $13,591 - $14,917
-135 Reduced 1.98%
6,689 $739,000
Q4 2023

Feb 05, 2024
BUY
$88.97 - $103.1 $26,068 - $30,208
293 Added 4.49%
6,824 $702,000
Q3 2023

Nov 07, 2023
BUY
$92.79 - $100.59 $53,261 - $57,738
574 Added 9.64%
6,531 $608,000
Q2 2023

Aug 08, 2023
SELL
$91.33 - $98.06 $11,324 - $12,159
-124 Reduced 2.04%
5,957 $577,000
Q1 2023

May 12, 2023
SELL
$86.24 - $94.55 $1,379 - $1,512
-16 Reduced 0.26%
6,081 $559,000
Q4 2022

Jan 31, 2023
BUY
$78.67 - $91.07 $172,995 - $200,262
2,199 Added 56.41%
6,097 $525,000
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $17,195 - $20,596
218 Added 5.92%
3,898 $308,000
Q2 2022

Aug 12, 2022
SELL
$83.88 - $102.77 $20,131 - $24,664
-240 Reduced 6.12%
3,680 $314,000
Q1 2022

May 26, 2022
SELL
$93.8 - $108.09 $92,393 - $106,468
-985 Reduced 20.08%
3,920 $0
Q4 2021

Jan 21, 2022
BUY
$101.45 - $109.23 $3,043 - $3,276
30 Added 0.62%
4,905 $0
Q3 2021

Oct 21, 2021
SELL
$101.52 - $107.65 $19,593 - $20,776
-193 Reduced 3.81%
4,875 $0
Q2 2021

Jul 30, 2021
BUY
$98.57 - $104.51 $41,005 - $43,476
416 Added 8.94%
5,068 $0
Q1 2021

May 11, 2021
SELL
$92.05 - $98.71 $17,489 - $18,754
-190 Reduced 3.92%
4,652 $0
Q4 2020

Jan 21, 2021
SELL
$78.99 - $92.58 $33,570 - $39,346
-425 Reduced 8.07%
4,842 $448 Million
Q3 2020

Nov 09, 2020
BUY
$75.3 - $85.07 $396,605 - $448,063
5,267 New
5,267 $0

Others Institutions Holding VT

# of Institutions
1,084
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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