True Wealth Financial Partners Vanguard Total World Stk Index Transaction History

True Wealth Financial Partners

  • $159 Million
  • Q4 2024

A detailed history of True Wealth Financial Partners transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, True Wealth Financial Partners holds 2,901 shares of VT stock, worth $335,993. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,901
Previous 2,652 9.39%
Holding current value
$335,993
Previous $317,000 7.26%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Feb 13, 2025
BUY
$117.09 - $123.07 $29,155 - $30,644
249 Added 9.39%
2,901 $340,000
Q3 2024

Nov 14, 2024
BUY
$107.72 - $119.96 $10,772 - $11,996
100 Added 3.92%
2,652 $317,000
Q2 2024

Aug 09, 2024
BUY
$104.94 - $113.51 $29,173 - $31,555
278 Added 12.23%
2,552 $287,000
Q1 2024

May 13, 2024
BUY
$100.68 - $110.5 $228,946 - $251,277
2,274 New
2,274 $251,000

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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