A detailed history of Whipplewood Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 6,656 shares of VT stock, worth $868,940. This represents 1.86% of its overall portfolio holdings.

Number of Shares
6,656
Previous 26,358 74.75%
Holding current value
$868,940
Previous $3.1 Billion 1.52%
% of portfolio
1.86%
Previous 1.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

SELL
$115.08 - $123.97 $2.27 Million - $2.44 Million
-19,702 Reduced 74.75%
6,656 $3.14 Billion
Q4 2024

Feb 04, 2025

BUY
$117.09 - $123.07 $3.09 Million - $3.24 Million
26,358 New
26,358 $3.1 Billion

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.