Merriman Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 3,639 shares of VT stock, worth $506,694. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,639

Previous 3,682 1.17%

Holding current value

$506,694

Previous $440,000 2.95%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$117.09 - $123.07 $5,034 - $5,292	-43 Reduced 1.17%	3,639 $427,000
Q3 2024 Nov 12, 2024	SELL	$107.72 - $119.96 $14,003 - $15,594	-130 Reduced 3.41%	3,682 $440,000
Q2 2024 Aug 13, 2024	BUY	$104.94 - $113.51 $6,926 - $7,491	66 Added 1.76%	3,812 $429,000
Q1 2024 May 14, 2024	SELL	$100.68 - $110.5 $704 - $773	-7 Reduced 0.19%	3,746 $413,000
Q4 2023 Feb 13, 2024	BUY	$88.97 - $103.1 $355 - $412	4 Added 0.11%	3,753 $386,000

Q3 2023 Nov 13, 2023	BUY	$92.79 - $100.59 $11,413 - $12,372	123 Added 3.39%	3,749 $349,000
Q2 2023 Aug 14, 2023	BUY	$91.33 - $98.06 $1,187 - $1,274	13 Added 0.36%	3,626 $351,000
Q1 2023 May 04, 2023	SELL	$86.24 - $94.55 $4,743 - $5,200	-55 Reduced 1.5%	3,613 $332,000
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $288,561 - $334,044	3,668 New	3,668 $316,000

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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Merriman Wealth Management, LLC Vanguard Total World Stk Index Transaction History