Sonoma Private Wealth LLC Vanguard Total World Stk Index Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 7,560 shares of VT stock, worth $910,526. This represents 1.41% of its overall portfolio holdings.
Number of Shares
7,560
Previous 7,560
-0.0%
Holding current value
$910,526
Previous $851 Million
6.28%
% of portfolio
1.41%
Previous 1.38%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
984Shares Held
88.5MCall Options Held
213KPut Options Held
50.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.42 Billion50.12% of portfolio
-
Morgan Stanley New York, NY3.99MShares$481 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$436 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$317 Million0.03% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$290 Million4.91% of portfolio