Schneider Downs Wealth Management Advisors, LP Vanguard Total World Stk Index Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 2,165 shares of VT stock, worth $262,722. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,165
Previous 2,311 6.32%
Holding current value
$262,722
Previous $276,000 7.97%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Feb 04, 2025
SELL
$117.09 - $123.07 $17,095 - $17,968
-146 Reduced 6.32%
2,165 $254,000
Q3 2024

Nov 06, 2024
BUY
$107.72 - $119.96 $969 - $1,079
9 Added 0.39%
2,311 $276,000
Q1 2024

May 08, 2024
BUY
$100.68 - $110.5 $13,793 - $15,138
137 Added 6.33%
2,302 $254,000
Q3 2023

Nov 06, 2023
SELL
$92.79 - $100.59 $98,728 - $107,027
-1,064 Reduced 32.95%
2,165 $201,000
Q4 2022

Feb 01, 2023
BUY
$78.67 - $91.07 $254,025 - $294,065
3,229 New
3,229 $278,000

Others Institutions Holding VT

# of Institutions
1,084
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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