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

Roger Wittlin Investment Advisory, LLC

$176 Million
Q4 2024

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 40,294 shares of VXUS stock, worth $2.6 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

40,294

Previous 40,044 0.62%

Holding current value

$2.6 Million

Previous $2.59 Million 8.41%

% of portfolio

1.35%

Previous 1.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,373

Shares Held

321M

Call Options Held

56.5K

Put Options Held

84.1K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

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