Mc Clarren Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 414 shares of VT stock, worth $50,524. This represents 0.13% of its overall portfolio holdings.

Number of Shares
414
Holding current value
$50,524
% of portfolio
0.13%

Shares

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

Jan 29, 2025
BUY
$117.09 - $123.07 $48,475 - $50,950
414 New
414 $48,000
Q2 2024

Jul 26, 2024
SELL
$104.94 - $113.51 $13,747 - $14,869
-131 Reduced 27.99%
337 $46,000
Q1 2024

Jul 26, 2024
BUY
$100.68 - $110.5 $47,118 - $51,714
468 New
468 $52,000
Q4 2023

Feb 02, 2024
BUY
$88.97 - $103.1 $355 - $412
4 Added 0.87%
466 $48,000
Q3 2023

Nov 03, 2023
SELL
$92.79 - $100.59 $32,847 - $35,608
-354 Reduced 43.38%
462 $43,000
Q2 2023

Aug 04, 2023
BUY
$91.33 - $98.06 $639 - $686
7 Added 0.87%
816 $79,000
Q1 2023

May 05, 2023
BUY
$86.24 - $94.55 $86 - $94
1 Added 0.12%
809 $73,000
Q4 2022

Jan 30, 2023
BUY
$78.67 - $91.07 $472 - $546
6 Added 0.75%
808 $69,000
Q3 2022

Oct 31, 2022
BUY
$78.88 - $94.48 $63,261 - $75,772
802 New
802 $63,000
Q2 2022

Aug 11, 2022
SELL
$83.88 - $102.77 $66,516 - $81,496
-793 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$101.45 - $109.23 $811 - $873
8 Added 1.02%
793 $85,000
Q3 2021

Oct 15, 2021
BUY
$101.52 - $107.65 $406 - $430
4 Added 0.51%
785 $79,000
Q2 2021

Jul 23, 2021
SELL
$98.57 - $104.51 $80,925 - $85,802
-821 Reduced 51.25%
781 $80,000
Q1 2021

Apr 21, 2021
BUY
$92.05 - $98.71 $460 - $493
5 Added 0.31%
1,602 $156,000
Q4 2020

Jan 29, 2021
BUY
$78.99 - $92.58 $126,147 - $147,850
1,597 New
1,597 $147,000

Others Institutions Holding VT

# of Institutions
1,062
Shares Held
96.7M
Call Options Held
171K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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