Roger Wittlin Investment Advisory, LLC Vanguard Total World Stk Index Transaction History

Roger Wittlin Investment Advisory, LLC

  • $177 Million
  • Q2 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 2,780 shares of VT stock, worth $387,726. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,780
Previous 2,767 0.47%
Holding current value
$387,726
Previous $320,000 11.56%
% of portfolio
0.2%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$103.16 - $128.52 $1,341 - $1,670
13 Added 0.47%
2,780 $357,000
Q1 2025

May 01, 2025
BUY
$115.08 - $123.97 $1,035 - $1,115
9 Added 0.33%
2,767 $320,000
Q4 2024

Feb 12, 2025
BUY
$117.09 - $123.07 $2,341 - $2,461
20 Added 0.73%
2,758 $324,000
Q3 2024

Nov 08, 2024
BUY
$107.72 - $119.96 $1,184 - $1,319
11 Added 0.4%
2,738 $327,000
Q2 2024

Jul 25, 2024
BUY
$104.94 - $113.51 $286,171 - $309,541
2,727 New
2,727 $307,000

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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