Samalin Investment Counsel, LLC Vanguard Total World Stk Index Transaction History

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024

A detailed history of Samalin Investment Counsel, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 4,334 shares of VT stock, worth $501,963. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,334
Previous 2,237 93.74%
Holding current value
$501,963
Previous $267,000 90.64%
% of portfolio
0.23%
Previous 0.12%

Shares

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

Feb 11, 2025
BUY
$117.09 - $123.07 $245,537 - $258,077
2,097 Added 93.74%
4,334 $509,000
Q3 2024

Nov 13, 2024
BUY
$107.72 - $119.96 $215 - $239
2 Added 0.09%
2,237 $267,000
Q2 2024

Aug 13, 2024
SELL
$104.94 - $113.51 $104 - $113
-1 Reduced 0.04%
2,235 $251,000
Q1 2024

May 13, 2024
BUY
$100.68 - $110.5 $23,760 - $26,078
236 Added 11.8%
2,236 $247,000
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $177,940 - $206,200
2,000 New
2,000 $205,000

Others Institutions Holding VT

# of Institutions
1,090
Shares Held
99.6M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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