Sweet Financial Partners, LLC Vanguard Total World Stk Index Transaction History
Sweet Financial Partners, LLC
- $420 Million
- Q1 2024
A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 24,345 shares of VT stock, worth $2.74 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
24,345
Previous 24,957
2.45%
Holding current value
$2.74 Million
Previous $2.57 Million
4.79%
% of portfolio
0.64%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding VT
# of Institutions
929Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.68 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$445 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$396 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$306 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$296 Million35.59% of portfolio