Lakeridge Wealth Management LLC Vanguard Total World Stk Index Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 1,520 shares of VT stock, worth $211,644. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,520
Previous 1,517 0.2%
Holding current value
$211,644
Previous $209 Million 2.56%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$135.16 - $141.78 $405 - $425
3 Added 0.2%
1,520 $214 Million
Q3 2025

Oct 17, 2025
BUY
$128.41 - $138.03 $194,797 - $209,391
1,517 New
1,517 $209 Million

Others Institutions Holding VT

# of Institutions
1,216
Shares Held
119M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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