Avion Wealth Vanguard Total World Stk Index Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Avion Wealth holds 460 shares of VT stock, worth $55,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares

460

Previous 460 -0.0%

Holding current value

$55,742

Previous $51,000 7.84%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$78.88 - $94.48 $36,284 - $43,460	460 New	460 $36,000

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.43 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$507 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$490 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$295 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$292 Million
4.91% of portfolio

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About VANGUARD TOTAL WORLD STK INDEX

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