Wetherby Asset Management Inc Vanguard Total World Stk Index Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wetherby Asset Management Inc holds 264,439 shares of VT stock, worth $30.6 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
264,439
Previous 271,347 2.55%
Holding current value
$30.6 Million
Previous $32.5 Million 4.35%
% of portfolio
1.52%
Previous 1.52%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$117.09 - $123.07 $808,857 - $850,167
-6,908 Reduced 2.55%
264,439 $31.1 Million
Q3 2024

Nov 14, 2024
BUY
$107.72 - $119.96 $501,436 - $558,413
4,655 Added 1.75%
271,347 $32.5 Million
Q2 2024

Aug 14, 2024
BUY
$104.94 - $113.51 $2.12 Million - $2.3 Million
20,229 Added 8.21%
266,692 $30 Million
Q1 2024

May 15, 2024
BUY
$100.68 - $110.5 $681,804 - $748,306
6,772 Added 2.83%
246,463 $27.2 Million
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $637,825 - $739,123
7,169 Added 3.08%
239,691 $24.7 Million
Q3 2023

Nov 14, 2023
SELL
$92.79 - $100.59 $326,713 - $354,177
-3,521 Reduced 1.49%
232,522 $21.7 Million
Q2 2023

Aug 14, 2023
BUY
$91.33 - $98.06 $500,488 - $537,368
5,480 Added 2.38%
236,043 $22.9 Million
Q1 2023

May 12, 2023
BUY
$86.24 - $94.55 $223,189 - $244,695
2,588 Added 1.14%
230,563 $21.2 Million
Q4 2022

Feb 14, 2023
BUY
$78.67 - $91.07 $688,362 - $796,862
8,750 Added 3.99%
227,975 $19.6 Million
Q3 2022

Nov 14, 2022
SELL
$78.88 - $94.48 $6,152 - $7,369
-78 Reduced 0.04%
219,225 $17.3 Million
Q2 2022

Aug 15, 2022
SELL
$83.88 - $102.77 $1.73 Million - $2.12 Million
-20,646 Reduced 8.6%
219,303 $18.7 Million
Q1 2022

May 16, 2022
BUY
$93.8 - $108.09 $1.38 Million - $1.59 Million
14,741 Added 6.55%
239,949 $24.3 Million
Q4 2021

Feb 14, 2022
BUY
$101.45 - $109.23 $419,292 - $451,447
4,133 Added 1.87%
225,208 $24.2 Million
Q3 2021

Nov 15, 2021
SELL
$101.52 - $107.65 $1.88 Million - $1.99 Million
-18,511 Reduced 7.73%
221,075 $22.5 Million
Q2 2021

Aug 16, 2021
BUY
$98.57 - $104.51 $2.92 Million - $3.09 Million
29,604 Added 14.1%
239,586 $24.8 Million
Q1 2021

May 14, 2021
SELL
$92.05 - $98.71 $1.67 Million - $1.79 Million
-18,125 Reduced 7.95%
209,982 $20.4 Million
Q4 2020

Feb 11, 2021
BUY
$78.99 - $92.58 $15.1 Million - $17.7 Million
191,489 Added 522.94%
228,107 $21.1 Million
Q3 2020

Dec 16, 2020
SELL
$75.3 - $85.07 $9.8 Million - $11.1 Million
-130,203 Reduced 78.05%
36,618 $2.95 Million
Q3 2020

Dec 16, 2020
SELL
$75.3 - $85.07 $4.57 Million - $5.16 Million
-60,706 Reduced 26.68%
166,821 $13.5 Million
Q3 2020

Nov 13, 2020
BUY
$75.3 - $85.07 $762,789 - $861,759
10,130 Added 4.66%
227,527 $18.3 Million
Q2 2020

Aug 14, 2020
SELL
$60.03 - $78.43 $57,448 - $75,057
-957 Reduced 0.44%
217,397 $16.3 Million
Q1 2020

May 06, 2020
BUY
$54.48 - $83.17 $698,651 - $1.07 Million
12,824 Added 6.24%
218,354 $13.7 Million
Q4 2019

Jan 28, 2020
SELL
$72.8 - $81.27 $1.66 Million - $1.85 Million
-22,736 Reduced 9.96%
205,530 $16.6 Million
Q3 2019

Oct 31, 2019
BUY
$74.55 - $76.17 $366,189 - $374,147
4,912 Added 2.2%
228,266 $17.1 Million
Q2 2019

Jul 25, 2019
BUY
N/A
16,825 Added 8.15%
223,354 $16.8 Million
Q1 2019

May 09, 2019
SELL
N/A
-3,366 Reduced 1.6%
206,529 $15.1 Million
Q4 2018

Jan 30, 2019
BUY
N/A
5,243 Added 2.56%
209,895 $13.7 Million
Q3 2018

Nov 07, 2018
BUY
N/A
531 Added 0.26%
204,652 $15.5 Million
Q2 2018

Jul 24, 2018
BUY
N/A
4,110 Added 2.05%
204,121 $15 Million
Q1 2018

May 04, 2018
BUY
N/A
13,685 Added 7.34%
200,011 $14.7 Million
Q4 2017

Feb 09, 2018
BUY
N/A
9,855 Added 5.58%
186,326 $13.8 Million
Q3 2017

Nov 13, 2017
BUY
N/A
176,471
176,471 $12.5 Million

Others Institutions Holding VT

# of Institutions
1,090
Shares Held
99.6M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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