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 $333,707. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,738
Previous 2,727 0.4%
Holding current value
$333,707
Previous $307,000 6.51%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,040
Shares Held
92.7M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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