A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,578 shares of VXUS stock, worth $336,966. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,578
Previous 7,078 21.19%
Holding current value
$336,966
Previous $426,000 15.26%
% of portfolio
0.16%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$58.03 - $65.37 $87,045 - $98,055
-1,500 Reduced 21.19%
5,578 $361,000
Q2 2024

Jul 18, 2024

SELL
$57.86 - $62.21 $10,761 - $11,571
-186 Reduced 2.56%
7,078 $426,000
Q1 2024

May 09, 2024

SELL
$55.74 - $60.35 $67,668 - $73,264
-1,214 Reduced 14.32%
7,264 $438,000
Q4 2023

Jan 10, 2024

SELL
$51.06 - $57.96 $19,658 - $22,314
-385 Reduced 4.34%
8,478 $491,000
Q3 2023

Oct 10, 2023

BUY
$53.3 - $58.26 $479 - $524
9 Added 0.1%
8,863 $474,000
Q2 2023

Jul 20, 2023

BUY
$54.28 - $57.76 $71,106 - $75,665
1,310 Added 17.36%
8,854 $496,000
Q1 2023

Apr 12, 2023

BUY
$52.07 - $56.74 $40,874 - $44,540
785 Added 11.61%
7,544 $416,000
Q4 2022

Jan 26, 2023

BUY
$45.45 - $53.83 $307,196 - $363,836
6,759 New
6,759 $0
Q3 2021

Nov 02, 2021

SELL
$63.26 - $67.0 $957,376 - $1.01 Million
-15,134 Closed
0 $0
Q4 2020

Feb 03, 2021

BUY
$50.97 - $60.55 $771,379 - $916,363
15,134 New
15,134 $910,000

Others Institutions Holding VXUS

About VANGUARD STAR FD VANGUARD TOTA


  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.