Westside Investment Management, Inc. Vanguard Total World Stk Index Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Westside Investment Management, Inc. holds 617 shares of VT stock, worth $74,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares

617

Previous 600 2.83%

Holding current value

$74,700

Previous $71.8 Million 1.05%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$117.09 - $123.07 $1,990 - $2,092	17 Added 2.83%	617 $72.6 Million
Q1 2024 Apr 19, 2024	BUY	$100.68 - $110.5 $25,170 - $27,625	250 Added 71.43%	600 $66.3 Million
Q3 2022 Nov 09, 2022	BUY	$78.88 - $94.48 $13,804 - $16,534	175 Added 100.0%	350 $27,000
Q2 2022 Jul 15, 2022	BUY	$83.88 - $102.77 $14,679 - $17,984	175 New	175 $0
Q1 2020 Apr 16, 2020	SELL	$54.48 - $83.17 $15,036 - $22,954	-276 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	N/A	276 New	276 $0
Q3 2018 Nov 08, 2018	SELL	N/A	-276 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	86 Added 45.26%	276 $0
Q4 2017 Feb 15, 2018	BUY	N/A	67 Added 54.47%	190 $0
Q3 2017 Nov 13, 2017	BUY	N/A	123	123 $0

Others Institutions Holding VT

# of Institutions

1,029

Shares Held

87.7M

Call Options Held

149K

Put Options Held

45.5K

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Westside Investment Management, Inc. Vanguard Total World Stk Index Transaction History