Walkner Condon Financial Advisors LLC Vanguard Total World Stk Index Transaction History

Walkner Condon Financial Advisors LLC

  • $529 Million
  • Q2 2025

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 3,228 shares of VT stock, worth $450,209. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,228
Previous 2,606 23.87%
Holding current value
$450,209
Previous $302,000 37.09%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$103.16 - $128.52 $64,165 - $79,939
622 Added 23.87%
3,228 $414,000
Q1 2025

Apr 22, 2025
SELL
$115.08 - $123.97 $199,433 - $214,840
-1,733 Reduced 39.94%
2,606 $302,000
Q4 2024

Jan 29, 2025
BUY
$117.09 - $123.07 $204,556 - $215,003
1,747 Added 67.4%
4,339 $509,000
Q3 2024

Oct 31, 2024
BUY
$107.72 - $119.96 $62,693 - $69,816
582 Added 28.96%
2,592 $310,000
Q2 2024

Jul 26, 2024
BUY
$104.94 - $113.51 $210,929 - $228,155
2,010 New
2,010 $226,000

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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