Monument Capital Management Vanguard Total World Stk Index Transaction History

Monument Capital Management

$357 Million
Q4 2024

A detailed history of Monument Capital Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Monument Capital Management holds 4,613 shares of VT stock, worth $558,495. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,613

Previous 4,641 0.6%

Holding current value

$558,495

Previous $555,000 2.52%

% of portfolio

0.15%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$117.09 - $123.07 $3,278 - $3,445	-28 Reduced 0.6%	4,613 $541,000
Q3 2024 Oct 15, 2024	SELL	$107.72 - $119.96 $20,466 - $22,792	-190 Reduced 3.93%	4,641 $555,000
Q2 2024 Jul 19, 2024	SELL	$104.94 - $113.51 $63,383 - $68,560	-604 Reduced 11.11%	4,831 $544,000
Q1 2024 Apr 18, 2024	BUY	$100.68 - $110.5 $58,998 - $64,753	586 Added 12.08%	5,435 $600,000
Q4 2023 Feb 01, 2024	SELL	$88.97 - $103.1 $31,139 - $36,085	-350 Reduced 6.73%	4,849 $498,000
Q3 2023 Oct 25, 2023	SELL	$92.79 - $100.59 $21,063 - $22,833	-227 Reduced 4.18%	5,199 $484,000
Q2 2023 Jul 18, 2023	BUY	$91.33 - $98.06 $18,083 - $19,415	198 Added 3.79%	5,426 $526,000
Q1 2023 Apr 21, 2023	BUY	$86.24 - $94.55 $10,003 - $10,967	116 Added 2.27%	5,228 $481,000
Q4 2022 Jan 26, 2023	SELL	$78.67 - $91.07 $24,781 - $28,687	-315 Reduced 5.8%	5,112 $0
Q3 2022 Nov 07, 2022	BUY	$78.88 - $94.48 $20,745 - $24,848	263 Added 5.09%	5,427 $428,000
Q2 2022 Jul 20, 2022	BUY	$83.88 - $102.77 $20,382 - $24,973	243 Added 4.94%	5,164 $441,000
Q1 2022 Apr 14, 2022	BUY	$93.8 - $108.09 $48,494 - $55,882	517 Added 11.74%	4,921 $498,000
Q4 2021 Jan 18, 2022	SELL	$101.45 - $109.23 $91,102 - $98,088	-898 Reduced 16.94%	4,404 $473,000
Q3 2021 Oct 22, 2021	SELL	$101.52 - $107.65 $33,400 - $35,416	-329 Reduced 5.84%	5,302 $540,000
Q2 2021 Jul 27, 2021	SELL	$98.57 - $104.51 $49,087 - $52,045	-498 Reduced 8.13%	5,631 $583,000
Q1 2021 Apr 12, 2021	SELL	$92.05 - $98.71 $7,916 - $8,489	-86 Reduced 1.38%	6,129 $596,000
Q4 2020 Jan 15, 2021	BUY	$78.99 - $92.58 $179,386 - $210,249	2,271 Added 57.58%	6,215 $575,000
Q3 2020 Oct 23, 2020	BUY	$75.3 - $85.07 $296,983 - $335,516	3,944 New	3,944 $318,000
Q4 2018 Jan 15, 2019	SELL	N/A	-470 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	427 Added 993.02%	470 $36,000
Q3 2018 Oct 11, 2018	BUY	N/A	5 Added 13.16%	43 $3,000
Q2 2018 Jul 17, 2018	SELL	N/A	-171 Reduced 81.82%	38 $3,000
Q1 2018 Apr 17, 2018	BUY	N/A	209 New	209 $15,000

Others Institutions Holding VT

# of Institutions

1,032

Shares Held

87.7M

Call Options Held

149K

Put Options Held

45.5K

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 Monument Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Monument Capital Management with notifications on news.

Account

Monument Capital Management Vanguard Total World Stk Index Transaction History