Wealth Enhancement Advisory Services, LLC Vanguard Total World Stk Index Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 58,980 shares of VT stock, worth $6.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
58,980
Previous 51,141 15.33%
Holding current value
$6.6 Million
Previous $6.01 Million 13.7%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$115.08 - $123.97 $902,112 - $971,800
7,839 Added 15.33%
58,980 $6.83 Million
Q4 2024

Mar 17, 2025
BUY
$117.09 - $123.07 $1.33 Million - $1.4 Million
11,378 Added 28.61%
51,141 $6.01 Million
Q4 2024

Jan 10, 2025
BUY
$117.09 - $123.07 $22,012 - $23,137
188 Added 0.48%
39,763 $4.67 Million
Q3 2024

Oct 23, 2024
BUY
$107.72 - $119.96 $472,567 - $526,264
4,387 Added 12.47%
39,575 $4.74 Million
Q2 2024

Jul 16, 2024
BUY
$104.94 - $113.51 $398,667 - $431,224
3,799 Added 12.1%
35,188 $3.96 Million
Q1 2024

Apr 15, 2024
SELL
$100.68 - $110.5 $345,835 - $379,567
-3,435 Reduced 9.86%
31,389 $3.47 Million
Q4 2023

Jan 30, 2024
BUY
$88.97 - $103.1 $320,025 - $370,850
3,597 Added 11.52%
34,824 $3.58 Million
Q3 2023

Nov 13, 2023
BUY
$92.79 - $100.59 $2.14 Million - $2.32 Million
23,057 Added 282.22%
31,227 $2.91 Million
Q2 2023

Jul 21, 2023
SELL
$91.33 - $98.06 $71,602 - $76,879
-784 Reduced 8.76%
8,170 $792,000
Q1 2023

Apr 25, 2023
BUY
$86.24 - $94.55 $60,799 - $66,657
705 Added 8.55%
8,954 $824,000
Q4 2022

Feb 01, 2023
BUY
$78.67 - $91.07 $48,775 - $56,463
620 Added 8.13%
8,249 $710,000
Q3 2022

Oct 17, 2022
BUY
$78.88 - $94.48 $4,101 - $4,912
52 Added 0.69%
7,629 $612,000
Q2 2022

Jul 18, 2022
SELL
$83.88 - $102.77 $46,385 - $56,831
-553 Reduced 6.8%
7,577 $658,000
Q1 2022

Apr 18, 2022
BUY
$93.8 - $108.09 $32,173 - $37,074
343 Added 4.4%
8,130 $835,000
Q4 2021

Feb 08, 2022
BUY
$101.45 - $109.23 $12,884 - $13,872
127 Added 1.66%
7,787 $797,000
Q3 2021

Nov 03, 2021
SELL
$101.52 - $107.65 $25,481 - $27,020
-251 Reduced 3.17%
7,660 $820,000
Q2 2021

Aug 10, 2021
BUY
$98.57 - $104.51 $97,978 - $103,882
994 Added 14.37%
7,911 $822,000
Q1 2021

May 12, 2021
BUY
$92.05 - $98.71 $242,275 - $259,804
2,632 Added 61.42%
6,917 $688,000
Q4 2020

Feb 10, 2021
BUY
$78.99 - $92.58 $1,026 - $1,203
13 Added 0.3%
4,285 $404,000
Q3 2020

Nov 12, 2020
BUY
$75.3 - $85.07 $828 - $935
11 Added 0.26%
4,272 $362,000
Q2 2020

Oct 13, 2020
BUY
$60.03 - $78.43 $255,787 - $334,190
4,261 New
4,261 $339,000
Q2 2020

Aug 10, 2020
SELL
$60.03 - $78.43 $179,429 - $234,427
-2,989 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$54.48 - $83.17 $471,796 - $720,252
-8,660 Reduced 74.34%
2,989 $205,000
Q4 2019

Feb 05, 2020
SELL
$72.8 - $81.27 $4,440 - $4,957
-61 Reduced 0.52%
11,649 $943,000
Q3 2019

Nov 06, 2019
BUY
$74.55 - $76.17 $16,922 - $17,290
227 Added 1.98%
11,710 $879,000
Q2 2019

Aug 02, 2019
SELL
N/A
-694 Reduced 5.7%
11,483 $876,000
Q1 2019

Apr 30, 2019
SELL
N/A
-30,089 Reduced 71.19%
12,177 $921,000
Q4 2018

Feb 04, 2019
SELL
N/A
-1,057 Reduced 2.44%
42,266 $2.95 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-1,608 Reduced 3.58%
43,323 $2.97 Million
Q2 2018

Jul 30, 2018
SELL
N/A
-1,416 Reduced 3.06%
44,931 $3.36 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-754 Reduced 1.6%
46,347 $3.45 Million
Q4 2017

Jan 19, 2018
SELL
N/A
-1,619 Reduced 3.32%
47,101 $3.65 Million
Q3 2017

Oct 18, 2017
BUY
N/A
48,720
48,720 $3.48 Million

Others Institutions Holding VT

# of Institutions
1,103
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email