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 $269,380. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,186
Previous 2,183
0.14%
Holding current value
$269,380
Previous $256 Million
1.17%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,107Shares Held
110MCall Options Held
337KPut Options Held
118K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$1.93 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA4.79MShares$590 Million15.87% of portfolio
-
Morgan Stanley New York, NY4.67MShares$575 Million0.04% of portfolio
-
Us Bancorp \De\2.65MShares$327 Million0.42% of portfolio
-
Northern Trust Corp Chicago, IL2.57MShares$317 Million0.05% of portfolio