True Wealth Financial Partners Vanguard Total World Stk Index Transaction History

True Wealth Financial Partners

$194 Million
Q3 2025

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 5,180 shares of VT stock, worth $721,263. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,180

Previous 4,562 13.55%

Holding current value

$721,263

Previous $586,000 21.67%

% of portfolio

0.37%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 20, 2025	BUY	$128.41 - $138.03 $79,357 - $85,302	618 Added 13.55%	5,180 $713,000
Q2 2025 Aug 13, 2025	BUY	$103.16 - $128.52 $54,055 - $67,344	524 Added 12.98%	4,562 $586,000
Q1 2025 May 15, 2025	BUY	$115.08 - $123.97 $130,845 - $140,953	1,137 Added 39.19%	4,038 $468,000
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

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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True Wealth Financial Partners Vanguard Total World Stk Index Transaction History