Wetzel Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History

Wetzel Investment Advisors, Inc.

  • $191 Million
  • Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 4,241 shares of VT stock, worth $559,727. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,241
Previous 34,132 87.57%
Holding current value
$559,727
Previous $3.96 Million 86.23%
% of portfolio
0.29%
Previous 2.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$103.16 - $128.52 $3.08 Million - $3.84 Million
-29,891 Reduced 87.57%
4,241 $545,000
Q1 2025

Apr 22, 2025
SELL
$115.08 - $123.97 $79,175 - $85,291
-688 Reduced 1.98%
34,132 $3.96 Million
Q4 2024

Jan 22, 2025
BUY
$117.09 - $123.07 $61,003 - $64,119
521 Added 1.52%
34,820 $4.09 Million
Q3 2024

Oct 29, 2024
BUY
$107.72 - $119.96 $3.69 Million - $4.11 Million
34,299 New
34,299 $4.11 Million

Others Institutions Holding VT

# of Institutions
1,116
Shares Held
109M
Call Options Held
315K
Put Options Held
120K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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