Walkner Condon Financial Advisors LLC Vanguard Total World Stk Index Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,339 shares of VT stock, worth $536,517. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,339
Previous 2,592
67.4%
Holding current value
$536,517
Previous $310,000
64.19%
% of portfolio
0.11%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VT
# of Institutions
1,082Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.63 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$570 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$552 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$383 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$299 Million0.79% of portfolio