Big Sur Wealth Management LLC Vanguard Total World Stk Index Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,597 shares of VT stock, worth $189,276. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,597 -0.0%
Holding current value
$189,276
Previous $179,000 6.7%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$104.94 - $113.51 $48,272 - $52,214
-460 Reduced 22.36%
1,597 $179,000
Q3 2021

Nov 01, 2021
BUY
$101.52 - $107.65 $208,826 - $221,436
2,057 New
2,057 $209,000

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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