Portside Wealth Group, LLC Vanguard Total World Stk Index Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,028 shares of VT stock, worth $244,556. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,028
Previous 2,010
0.9%
Holding current value
$244,556
Previous $226 Million
7.23%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VT
# of Institutions
999Shares Held
88.8MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.42 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$504 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$487 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$293 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$291 Million4.91% of portfolio