Ritholtz Wealth Management Vanguard Total World Stk Index Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ritholtz Wealth Management holds 23,272 shares of VT stock, worth $2.84 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

23,272

Previous 21,973 5.91%

Holding current value

$2.84 Million

Previous $2.63 Million 3.92%

% of portfolio

0.08%

Previous 0.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$117.09 - $123.07 $152,099 - $159,867	1,299 Added 5.91%	23,272 $2.73 Million
Q3 2024 Oct 10, 2024	SELL	$107.72 - $119.96 $1.84 Million - $2.04 Million	-17,041 Reduced 43.68%	21,973 $2.63 Million
Q2 2024 Jul 31, 2024	BUY	$104.94 - $113.51 $335,598 - $363,004	3,198 Added 8.93%	39,014 $4.39 Million
Q1 2024 Apr 24, 2024	BUY	$100.68 - $110.5 $30,304 - $33,260	301 Added 0.85%	35,816 $3.96 Million
Q4 2023 Jan 18, 2024	SELL	$88.97 - $103.1 $83,453 - $96,707	-938 Reduced 2.57%	35,515 $3.65 Million
Q3 2023 Oct 13, 2023	BUY	$92.79 - $100.59 $141,968 - $153,902	1,530 Added 4.38%	36,453 $3.4 Million
Q2 2023 Jul 14, 2023	SELL	$91.33 - $98.06 $534,919 - $574,337	-5,857 Reduced 14.36%	34,923 $3.39 Million
Q1 2023 Apr 19, 2023	SELL	$86.24 - $94.55 $1.07 Million - $1.17 Million	-12,391 Reduced 23.3%	40,780 $3.76 Million
Q4 2022 Jan 18, 2023	SELL	$78.67 - $91.07 $185,897 - $215,198	-2,363 Reduced 4.26%	53,171 $0
Q3 2022 Oct 18, 2022	BUY	$78.88 - $94.48 $240,505 - $288,069	3,049 Added 5.81%	55,534 $4.38 Million
Q2 2022 Jul 15, 2022	BUY	$83.88 - $102.77 $32,545 - $39,874	388 Added 0.74%	52,485 $4.48 Million
Q1 2022 Apr 14, 2022	BUY	$93.8 - $108.09 $730,608 - $841,913	7,789 Added 17.58%	52,097 $5.28 Million
Q4 2021 Jan 18, 2022	SELL	$101.45 - $109.23 $221,566 - $238,558	-2,184 Reduced 4.7%	44,308 $4.76 Million
Q3 2021 Oct 14, 2021	SELL	$101.52 - $107.65 $592,572 - $628,353	-5,837 Reduced 11.15%	46,492 $4.73 Million
Q2 2021 Jul 20, 2021	SELL	$98.57 - $104.51 $148,150 - $157,078	-1,503 Reduced 2.79%	52,329 $5.42 Million
Q1 2021 May 12, 2021	SELL	$92.05 - $98.71 $606,241 - $650,104	-6,586 Reduced 10.9%	53,832 $5.24 Million
Q4 2020 Jan 19, 2021	SELL	$78.99 - $92.58 $66,351 - $77,767	-840 Reduced 1.37%	60,418 $5.59 Million
Q3 2020 Oct 23, 2020	SELL	$75.3 - $85.07 $406,318 - $459,037	-5,396 Reduced 8.1%	61,258 $4.94 Million
Q2 2020 Jul 15, 2020	BUY	$60.03 - $78.43 $118,739 - $155,134	1,978 Added 3.06%	66,654 $4.99 Million
Q1 2020 Apr 09, 2020	BUY	$54.48 - $83.17 $1.07 Million - $1.63 Million	19,570 Added 43.39%	64,676 $4.06 Million
Q4 2019 Jan 17, 2020	SELL	$72.8 - $81.27 $149,822 - $167,253	-2,058 Reduced 4.36%	45,106 $3.65 Million
Q3 2019 Oct 17, 2019	BUY	$74.55 - $76.17 $100,344 - $102,524	1,346 Added 2.94%	47,164 $3.53 Million
Q2 2019 Jul 15, 2019	BUY	N/A	8,114 Added 21.52%	45,818 $3.44 Million
Q1 2019 Apr 12, 2019	BUY	N/A	11,274 Added 42.66%	37,704 $2.76 Million
Q4 2018 Jan 18, 2019	SELL	N/A	-725 Reduced 2.67%	26,430 $1.73 Million
Q3 2018 Oct 12, 2018	BUY	N/A	1,694 Added 6.65%	27,155 $2.06 Million
Q2 2018 Jul 12, 2018	BUY	N/A	1,090 Added 4.47%	25,461 $1.87 Million
Q1 2018 Apr 17, 2018	BUY	N/A	24,371 New	24,371 $1.79 Million

Others Institutions Holding VT

# of Institutions

1,062

Shares Held

96.7M

Call Options Held

171K

Put Options Held

45.5K

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Ritholtz Wealth Management Vanguard Total World Stk Index Transaction History