Sonoma Private Wealth LLC Vanguard Total World Stk Index Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 7,560 shares of VT stock, worth $921,412. This represents 1.43% of its overall portfolio holdings.
Number of Shares
7,560
Previous 7,560
-0.0%
Holding current value
$921,412
Previous $905 Million
1.85%
% of portfolio
1.43%
Previous 1.41%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,040Shares Held
92.7MCall Options Held
149KPut Options Held
45.5K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.44 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$509 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$492 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$297 Million0.02% of portfolio
-
Us Bancorp \De\2.39MShares$291 Million0.37% of portfolio