Geometric Wealth Advisors Vanguard Total World Stk Index Transaction History
Geometric Wealth Advisors
- $614 Million
- Q2 2025
A detailed history of Geometric Wealth Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,371 shares of VT stock, worth $470,153. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,371
Previous 3,389
0.53%
Holding current value
$470,153
Previous $392,000
10.46%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VT
# of Institutions
1,146Shares Held
112MCall Options Held
314KPut Options Held
91K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.18 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$775 Million15.63% of portfolio
-
Morgan Stanley New York, NY4.99MShares$696 Million0.04% of portfolio
-
Schroder Investment Management Group London, X03.69MShares$514 Million0.42% of portfolio
-
Us Bancorp \De\2.77MShares$386 Million0.45% of portfolio