Wealthcare Advisory Partners LLC Vanguard Total World Stk Index Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 32,752 shares of VT stock, worth $3.96 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

32,752

Previous 33,371 1.85%

Holding current value

$3.96 Million

Previous $3.99 Million 3.68%

% of portfolio

0.11%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$117.09 - $123.07 $72,478 - $76,180	-619 Reduced 1.85%	32,752 $3.85 Million
Q3 2024 Nov 04, 2024	SELL	$107.72 - $119.96 $87,253 - $97,167	-810 Reduced 2.37%	33,371 $3.99 Million
Q2 2024 Aug 09, 2024	BUY	$104.94 - $113.51 $53,939 - $58,344	514 Added 1.53%	34,181 $3.85 Million
Q1 2024 Apr 15, 2024	SELL	$100.68 - $110.5 $2.85 Million - $3.13 Million	-28,281 Reduced 45.65%	33,667 $3.72 Million
Q4 2023 Feb 06, 2024	BUY	$88.97 - $103.1 $908,294 - $1.05 Million	10,209 Added 19.73%	61,948 $6.37 Million
Q3 2023 Oct 12, 2023	BUY	$92.79 - $100.59 $497,539 - $539,363	5,362 Added 11.56%	51,739 $4.82 Million
Q2 2023 Jul 17, 2023	SELL	$91.33 - $98.06 $183,938 - $197,492	-2,014 Reduced 4.16%	46,377 $4.5 Million
Q1 2023 May 04, 2023	BUY	$86.24 - $94.55 $1.29 Million - $1.41 Million	14,961 Added 44.75%	48,391 $4.46 Million
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $2.3 Million - $2.66 Million	29,222 Added 694.44%	33,430 $2.88 Million
Q3 2022 Nov 14, 2022	BUY	$78.88 - $94.48 $331,927 - $397,571	4,208 New	4,208 $332,000
Q2 2021 Aug 16, 2021	SELL	$98.57 - $104.51 $115,129 - $122,067	-1,168 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$92.05 - $98.71 $107,514 - $115,293	1,168 New	1,168 $114,000
Q2 2020 Jul 29, 2020	SELL	$60.03 - $78.43 $78,039 - $101,959	-1,300 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$54.48 - $83.17 $15,199 - $23,204	-279 Reduced 17.67%	1,300 $82,000
Q4 2019 Jan 29, 2020	BUY	$72.8 - $81.27 $218 - $243	3 Added 0.19%	1,579 $128,000
Q3 2019 Oct 17, 2019	BUY	$74.55 - $76.17 $90,130 - $92,089	1,209 Added 329.43%	1,576 $118,000
Q2 2019 Jul 30, 2019	BUY	N/A	57 Added 18.39%	367 $28,000
Q2 2018 Aug 14, 2018	BUY	N/A	72 Added 30.25%	310 $23,000
Q1 2018 May 15, 2018	BUY	N/A	238 New	238 $18,000

Others Institutions Holding VT

# of Institutions

1,025

Shares Held

87.4M

Call Options Held

149K

Put Options Held

44.9K

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Wealthcare Advisory Partners LLC Vanguard Total World Stk Index Transaction History