Roger Wittlin Investment Advisory, LLC Vanguard Star Fd Vanguard Tota Transaction History

Roger Wittlin Investment Advisory, LLC

$168 Million
Q1 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 52,215 shares of VXUS stock, worth $3.33 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

52,215

Previous 40,294 29.59%

Holding current value

$3.33 Million

Previous $2.37 Million 36.56%

% of portfolio

1.93%

Previous 1.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$58.01 - $64.46 $691,537 - $768,427	11,921 Added 29.59%	52,215 $3.24 Million
Q4 2024 Feb 12, 2025	BUY	$58.88 - $64.8 $14,720 - $16,200	250 Added 0.62%	40,294 $2.37 Million
Q3 2024 Nov 08, 2024	SELL	$58.03 - $65.37 $35,978 - $40,529	-620 Reduced 1.52%	40,044 $2.59 Million
Q2 2024 Jul 25, 2024	BUY	$57.86 - $62.21 $306,484 - $329,526	5,297 Added 14.98%	40,664 $2.45 Million
Q1 2024 May 02, 2024	SELL	$55.74 - $60.35 $432,653 - $468,436	-7,762 Reduced 18.0%	35,367 $2.13 Million
Q4 2023 Jan 23, 2024	BUY	$51.06 - $57.96 $123,105 - $139,741	2,411 Added 5.92%	43,129 $2.5 Million
Q3 2023 Nov 14, 2023	BUY	$53.3 - $58.26 $107,399 - $117,393	2,015 Added 5.21%	40,718 $2.18 Million
Q2 2023 Jul 31, 2023	BUY	$54.28 - $57.76 $2.1 Million - $2.24 Million	38,703 New	38,703 $2.17 Million

Others Institutions Holding VXUS

# of Institutions

1,414

Shares Held

323M

Call Options Held

56.5K

Put Options Held

84.1K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Account

Roger Wittlin Investment Advisory, LLC Vanguard Star Fd Vanguard Tota Transaction History