Madison Wealth Management Vanguard Total World Stk Index Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Madison Wealth Management holds 40,836 shares of VT stock, worth $4.85 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

40,836

Previous 42,132 3.08%

Holding current value

$4.85 Million

Previous $4.09 Million 6.85%

% of portfolio

0.85%

Previous 0.87%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$92.79 - $100.59 $120,255 - $130,364	-1,296 Reduced 3.08%	40,836 $3.81 Million
Q2 2023 Aug 10, 2023	SELL	$91.33 - $98.06 $70,141 - $75,310	-768 Reduced 1.79%	42,132 $4.09 Million
Q1 2023 May 08, 2023	SELL	$86.24 - $94.55 $378,766 - $415,263	-4,392 Reduced 9.29%	42,900 $3.95 Million
Q4 2022 Feb 08, 2023	SELL	$78.67 - $91.07 $494,283 - $572,192	-6,283 Reduced 11.73%	47,292 $4.08 Million
Q3 2022 Nov 10, 2022	BUY	$78.88 - $94.48 $492,684 - $590,122	6,246 Added 13.2%	53,575 $4.23 Million
Q2 2022 Aug 11, 2022	BUY	$83.88 - $102.77 $517,875 - $634,501	6,174 Added 15.0%	47,329 $4.04 Million
Q1 2022 May 16, 2022	SELL	$93.8 - $108.09 $610,450 - $703,449	-6,508 Reduced 13.65%	41,155 $0
Q4 2021 Feb 11, 2022	BUY	$101.45 - $109.23 $390,988 - $420,972	3,854 Added 8.8%	47,663 $5.12 Million
Q3 2021 Nov 12, 2021	SELL	$101.52 - $107.65 $83,449 - $88,488	-822 Reduced 1.84%	43,809 $4.46 Million
Q2 2021 Aug 12, 2021	SELL	$98.57 - $104.51 $68,801 - $72,947	-698 Reduced 1.54%	44,631 $4.62 Million
Q1 2021 May 11, 2021	BUY	$92.05 - $98.71 $12,702 - $13,621	138 Added 0.31%	45,329 $4.41 Million
Q4 2020 Feb 09, 2021	BUY	$78.99 - $92.58 $16,034 - $18,793	203 Added 0.45%	45,191 $4.18 Million
Q3 2020 Nov 09, 2020	BUY	$75.3 - $85.07 $15,285 - $17,269	203 Added 0.45%	44,988 $3.63 Million
Q2 2020 Aug 14, 2020	BUY	$60.03 - $78.43 $234,957 - $306,975	3,914 Added 9.58%	44,785 $3.35 Million
Q1 2020 May 08, 2020	BUY	$54.48 - $83.17 $2.06 Million - $3.15 Million	37,849 Added 1252.45%	40,871 $2.57 Million
Q4 2019 Feb 11, 2020	BUY	$72.8 - $81.27 $220,001 - $245,597	3,022 New	3,022 $245,000

Others Institutions Holding VT

# of Institutions

979

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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Madison Wealth Management Vanguard Total World Stk Index Transaction History