Marcum Wealth, LLC Vanguard Total World Stk Index Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Marcum Wealth, LLC holds 5,014 shares of VT stock, worth $611,206. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,014
Holding current value
$611,206
% of portfolio
0.05%

Shares

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

Jan 13, 2025
BUY
$117.09 - $123.07 $587,089 - $617,072
5,014 New
5,014 $589,000
Q4 2023

Jan 10, 2024
BUY
$88.97 - $103.1 $1.36 Million - $1.58 Million
15,329 New
15,329 $1.58 Million
Q4 2022

Jan 12, 2023
BUY
$78.67 - $91.07 $1.13 Million - $1.3 Million
14,319 New
14,319 $0
Q1 2022

Apr 20, 2022
SELL
$93.8 - $108.09 $791,953 - $912,603
-8,443 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$101.45 - $109.23 $856,542 - $922,228
8,443 New
8,443 $907,000

Others Institutions Holding VT

# of Institutions
1,014
Shares Held
87.3M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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