Monterey Private Wealth, Inc. Vanguard Total World Stk Index Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 28,894 shares of VT stock, worth $3.32 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
28,894
Previous 29,816
3.09%
Holding current value
$3.32 Million
Previous $3.29 Million
1.21%
% of portfolio
1.22%
Previous 1.32%
Shares
20 transactions
Others Institutions Holding VT
# of Institutions
958Shares Held
86.7MCall Options Held
209KPut Options Held
49.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11MShares$1.26 Billion48.85% of portfolio
-
Morgan Stanley New York, NY3.99MShares$458 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$415 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$302 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY2.1MShares$241 Million0.27% of portfolio