Srs Capital Advisors, Inc. Vanguard Total World Stk Index Transaction History

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 640 shares of VT stock, worth $76,608. This represents 0.01% of its overall portfolio holdings.

Number of Shares
640
Previous 647 1.08%
Holding current value
$76,608
Previous $72,000 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$107.72 - $119.96 $754 - $839
-7 Reduced 1.08%
640 $76,000
Q2 2024

Aug 06, 2024
BUY
$104.94 - $113.51 $524 - $567
5 Added 0.78%
647 $72,000
Q1 2024

May 14, 2024
BUY
$100.68 - $110.5 $1,912 - $2,099
19 Added 3.05%
642 $70,000
Q4 2023

Feb 06, 2024
BUY
$88.97 - $103.1 $5,427 - $6,289
61 Added 10.85%
623 $64,000
Q3 2023

Nov 14, 2023
SELL
$92.79 - $100.59 $6,959 - $7,544
-75 Reduced 11.77%
562 $52,000
Q2 2023

Aug 14, 2023
BUY
$91.33 - $98.06 $91 - $98
1 Added 0.16%
637 $61,000
Q1 2023

May 16, 2023
SELL
$86.24 - $94.55 $6,468 - $7,091
-75 Reduced 10.55%
636 $58,000
Q4 2022

Feb 24, 2023
BUY
$78.67 - $91.07 $157 - $182
2 Added 0.28%
711 $61,000
Q3 2022

Nov 03, 2022
SELL
$78.88 - $94.48 $1,340 - $1,606
-17 Reduced 2.34%
709 $56,000
Q1 2022

May 12, 2022
SELL
$93.8 - $108.09 $11,443 - $13,186
-122 Reduced 14.39%
726 $74,000
Q2 2021

Aug 02, 2021
SELL
$98.57 - $104.51 $7,195 - $7,629
-73 Reduced 7.93%
848 $88,000
Q3 2020

Nov 12, 2020
SELL
$75.3 - $85.07 $12,123 - $13,696
-161 Reduced 14.88%
921 $74,000
Q2 2020

Aug 06, 2020
BUY
$60.03 - $78.43 $45,742 - $59,763
762 Added 238.13%
1,082 $81,000
Q1 2020

May 13, 2020
BUY
$54.48 - $83.17 $17,433 - $26,614
320 New
320 $20,000

Others Institutions Holding VT

# of Institutions
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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