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 $4.89 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

40,836

Previous 42,132 3.08%

Holding current value

$4.89 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

1,002

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Account

Madison Wealth Management Vanguard Total World Stk Index Transaction History