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

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

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 39,763 shares of VT stock, worth $4.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

39,763

Previous 39,575 0.48%

Holding current value

$4.83 Million

Previous $4.74 Million 1.39%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,084

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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