Successful Portfolios LLC Vanguard Total World Stk Index Transaction History

Successful Portfolios LLC

  • $149 Million
  • Q4 2024

A detailed history of Successful Portfolios LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Successful Portfolios LLC holds 8,319 shares of VT stock, worth $1.03 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
8,319
Previous 8,860 6.11%
Holding current value
$1.03 Million
Previous $1.06 Million 7.83%
% of portfolio
0.66%
Previous 0.72%

Shares

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

Jan 16, 2025
SELL
$117.09 - $123.07 $63,345 - $66,580
-541 Reduced 6.11%
8,319 $977,000
Q3 2024

Oct 09, 2024
BUY
$107.72 - $119.96 $25,852 - $28,790
240 Added 2.78%
8,860 $1.06 Million
Q2 2024

Jul 12, 2024
BUY
$104.94 - $113.51 $18,889 - $20,431
180 Added 2.13%
8,620 $970,000
Q1 2024

Apr 17, 2024
BUY
$100.68 - $110.5 $47,218 - $51,824
469 Added 5.88%
8,440 $932,000
Q4 2023

Jan 18, 2024
BUY
$88.97 - $103.1 $89,859 - $104,131
1,010 Added 14.51%
7,971 $820,000
Q3 2023

Oct 10, 2023
SELL
$92.79 - $100.59 $10,299 - $11,165
-111 Reduced 1.57%
6,961 $648,000
Q2 2023

Jul 20, 2023
SELL
$91.33 - $98.06 $806,169 - $865,575
-8,827 Reduced 55.52%
7,072 $685,000
Q1 2023

Apr 21, 2023
BUY
$86.24 - $94.55 $221,205 - $242,520
2,565 Added 19.24%
15,899 $1.46 Million
Q4 2022

Jan 27, 2023
BUY
$78.67 - $91.07 $239,471 - $277,217
3,044 Added 29.58%
13,334 $0
Q3 2022

Oct 12, 2022
BUY
$78.88 - $94.48 $11,516 - $13,794
146 Added 1.44%
10,290 $812,000
Q2 2022

Jul 22, 2022
SELL
$83.88 - $102.77 $10,065 - $12,332
-120 Reduced 1.17%
10,144 $866,000
Q1 2022

Apr 21, 2022
SELL
$93.8 - $108.09 $62,939 - $72,528
-671 Reduced 6.14%
10,264 $1.04 Million
Q4 2021

Jan 26, 2022
BUY
$101.45 - $109.23 $33,884 - $36,482
334 Added 3.15%
10,935 $1.18 Million
Q3 2021

Oct 14, 2021
SELL
$101.52 - $107.65 $17,766 - $18,838
-175 Reduced 1.62%
10,601 $1.08 Million
Q2 2021

Jul 23, 2021
BUY
$98.57 - $104.51 $31,049 - $32,920
315 Added 3.01%
10,776 $1.12 Million
Q1 2021

Apr 20, 2021
SELL
$92.05 - $98.71 $7,640 - $8,192
-83 Reduced 0.79%
10,461 $1.02 Million
Q4 2020

Feb 02, 2021
BUY
$78.99 - $92.58 $41,627 - $48,789
527 Added 5.26%
10,544 $976,000
Q3 2020

Oct 13, 2020
SELL
$75.3 - $85.07 $376 - $425
-5 Reduced 0.05%
10,017 $808,000
Q2 2020

Jul 13, 2020
SELL
$60.03 - $78.43 $62,431 - $81,567
-1,040 Reduced 9.4%
10,022 $750,000
Q1 2020

Apr 23, 2020
SELL
$54.48 - $83.17 $53,172 - $81,173
-976 Reduced 8.11%
11,062 $695,000
Q4 2019

Jan 23, 2020
BUY
$72.8 - $81.27 $26,572 - $29,663
365 Added 3.13%
12,038 $975,000
Q3 2019

Oct 11, 2019
BUY
$74.55 - $76.17 $9,691 - $9,902
130 Added 1.13%
11,673 $873,000
Q2 2019

Jul 11, 2019
SELL
N/A
-42 Reduced 0.36%
11,543 $868,000
Q1 2019

Apr 22, 2019
SELL
N/A
-220 Reduced 1.86%
11,585 $848,000
Q4 2018

Jan 14, 2019
SELL
N/A
-409 Reduced 3.35%
11,805 $773,000
Q3 2018

Oct 15, 2018
BUY
N/A
375 Added 3.17%
12,214 $926,000
Q2 2018

Jul 24, 2018
BUY
N/A
100 Added 0.85%
11,839 $869,000
Q1 2018

May 08, 2018
BUY
N/A
969 Added 9.0%
11,739 $864,000
Q4 2017

Feb 09, 2018
BUY
N/A
10,770
10,770 $800,000

Others Institutions Holding VT

# of Institutions
1,075
Shares Held
100M
Call Options Held
142K
Put Options Held
43.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email