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 40,664 shares of VXUS stock, worth $2.49 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
40,664
Previous 35,367 14.98%
Holding current value
$2.49 Million
Previous $2.13 Million 15.01%
% of portfolio
1.59%
Previous 1.5%

Shares

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

About VANGUARD STAR FD VANGUARD TOTA


  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

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.