Roger Wittlin Investment Advisory, LLC Vanguard Star Fd Vanguard Tota Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 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 40,664 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
Others Institutions Holding VXUS
# of Institutions
1,218Shares Held
283MCall Options Held
104KPut Options Held
59K-
Vanguard Group Inc Valley Forge, PA56.3MShares$3.44 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC21.2MShares$1.29 Billion0.11% of portfolio
-
Us Bancorp \De\13.3MShares$813 Million1.1% of portfolio
-
Envestnet Asset Management Inc11.7MShares$712 Million0.25% of portfolio
-
Morgan Stanley New York, NY9.33MShares$570 Million0.04% of portfolio