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 $244,252. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,028
Previous 2,010
0.9%
Holding current value
$244,252
Previous $226 Million
7.23%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VT
# of Institutions
984Shares Held
88.6MCall Options Held
213KPut Options Held
50.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.42 Billion50.12% of portfolio
-
Morgan Stanley New York, NY3.99MShares$481 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$436 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$317 Million0.03% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$290 Million4.91% of portfolio