Roger Wittlin Investment Advisory, LLC Vanguard Total World Stk Index Transaction History
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
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 2,738 shares of VT stock, worth $327,191. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,738
Previous 2,727
0.4%
Holding current value
$327,191
Previous $307,000
6.51%
% of portfolio
0.19%
Previous 0.2%
Shares
2 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$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$500 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$483 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio