Mc Kinley Carter Wealth Services, Inc. Vanguard Total World Stk Index Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 13,214 shares of VT stock, worth $1.53 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,214

Previous 12,460 6.05%

Holding current value

$1.53 Million

Previous $1.4 Million 12.69%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$107.72 - $119.96 $81,220 - $90,449	754 Added 6.05%	13,214 $1.58 Million
Q2 2024 Aug 09, 2024	SELL	$104.94 - $113.51 $23,506 - $25,426	-224 Reduced 1.77%	12,460 $1.4 Million
Q1 2024 Apr 26, 2024	BUY	$100.68 - $110.5 $89,907 - $98,676	893 Added 7.57%	12,684 $1.4 Million
Q4 2023 Feb 07, 2024	BUY	$88.97 - $103.1 $149,024 - $172,692	1,675 Added 16.56%	11,791 $1.21 Million
Q3 2023 Oct 13, 2023	BUY	$92.79 - $100.59 $99,378 - $107,731	1,071 Added 11.84%	10,116 $942,000
Q2 2023 Aug 02, 2023	BUY	$91.33 - $98.06 $76,625 - $82,272	839 Added 10.22%	9,045 $877,000
Q1 2023 Apr 24, 2023	BUY	$86.24 - $94.55 $707,685 - $775,877	8,206 New	8,206 $755,000

Others Institutions Holding VT

# of Institutions

998

Shares Held

86.5M

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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Account

Mc Kinley Carter Wealth Services, Inc. Vanguard Total World Stk Index Transaction History