Mindset Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Mindset Wealth Management, LLC
- $257 Billion
- Q1 2025
A detailed history of Mindset Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 2,186 shares of VT stock, worth $288,508. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,186
Previous 2,183
0.14%
Holding current value
$288,508
Previous $256 Million
1.17%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,118Shares Held
109MCall Options Held
337KPut Options Held
120K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.07 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA4.79MShares$632 Million15.87% of portfolio
-
Morgan Stanley New York, NY4.67MShares$616 Million0.04% of portfolio
-
Us Bancorp \De\2.77MShares$365 Million0.45% of portfolio
-
Northern Trust Corp Chicago, IL2.57MShares$339 Million0.05% of portfolio