True Wealth Financial Partners Vanguard Total World Stk Index Transaction History

True Wealth Financial Partners

  • $164 Million
  • Q3 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 2,652 shares of VT stock, worth $321,528. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,652
Previous 2,552 3.92%
Holding current value
$321,528
Previous $287,000 10.45%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,031
Shares Held
87.9M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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