Soundmark Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Soundmark Wealth Management, LLC
- $225 Million
- Q1 2024
A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 2,507 shares of VT stock, worth $287,577. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,507
Previous 2,289
9.52%
Holding current value
$287,577
Previous $235,000
17.87%
% of portfolio
0.12%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
931Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.71 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$453 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$403 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$312 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$302 Million35.59% of portfolio