O'Brien Wealth Partners LLC Vanguard Total World Stk Index Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$101.45 - $109.23 $215,682 - $232,222	-2,126 Closed	0 $0
Q3 2021 Oct 07, 2021	BUY	$101.52 - $107.65 $215,831 - $228,863	2,126 New	2,126 $217,000
Q3 2019 Oct 04, 2019	SELL	$74.55 - $76.17 $236,323 - $241,458	-3,170 Closed	0 $0
Q2 2019 Jul 08, 2019	BUY	N/A	8 Added 0.25%	3,170 $241,000
Q4 2018 Jan 17, 2019	SELL	N/A	-3,492 Reduced 52.48%	3,162 $217,000
Q3 2018 Oct 09, 2018	SELL	N/A	-4,535 Reduced 40.53%	6,654 $505,000
Q2 2018 Jul 11, 2018	SELL	N/A	-7,985 Reduced 41.64%	11,189 $821,000
Q1 2018 Apr 11, 2018	SELL	N/A	-4,331 Reduced 18.43%	19,174 $1.41 Million
Q4 2017 Jan 10, 2018	SELL	N/A	-6,913 Reduced 22.73%	23,505 $1.75 Million
Q3 2017 Oct 12, 2017	BUY	N/A	30,418	30,418 $2.15 Million

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.39 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$494 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$477 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$287 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$284 Million
4.91% of portfolio

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