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

Westside Investment Management, Inc.

  • $470 Billion
  • Q3 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 600 shares of VT stock, worth $70,836. This represents 0.02% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$70,836
Previous $67.6 Million 6.28%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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