Wetzel Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 4,241 shares of VT stock, worth $589,838. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,241

Previous 34,132 87.57%

Holding current value

$589,838

Previous $3.96 Million 86.23%

% of portfolio

0.29%

Previous 2.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$103.16 - $128.52 $3.08 Million - $3.84 Million	-29,891 Reduced 87.57%	4,241 $545,000
Q1 2025 Apr 22, 2025	SELL	$115.08 - $123.97 $79,175 - $85,291	-688 Reduced 1.98%	34,132 $3.96 Million
Q4 2024 Jan 22, 2025	BUY	$117.09 - $123.07 $61,003 - $64,119	521 Added 1.52%	34,820 $4.09 Million
Q3 2024 Oct 29, 2024	BUY	$107.72 - $119.96 $3.69 Million - $4.11 Million	34,299 New	34,299 $4.11 Million

Others Institutions Holding VT

# of Institutions

1,144

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

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About VANGUARD TOTAL WORLD STK INDEX

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Wetzel Investment Advisors, Inc. Vanguard Total World Stk Index Transaction History