Three Bridge Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 101,689 shares of VT stock, worth $12.1 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

101,689

Previous 98,029 3.73%

Holding current value

$12.1 Million

Previous $11 Million 10.24%

% of portfolio

4.54%

Previous 4.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$107.72 - $119.96 $394,255 - $439,053	3,660 Added 3.73%	101,689 $12.2 Million
Q1 2024 May 14, 2024	BUY	$100.68 - $110.5 $332,244 - $364,650	3,300 Added 3.48%	98,029 $10.8 Million
Q4 2023 Feb 08, 2024	BUY	$88.97 - $103.1 $186,748 - $216,406	2,099 Added 2.27%	94,729 $9.75 Million
Q3 2023 Nov 13, 2023	BUY	$92.79 - $100.59 $225,015 - $243,930	2,425 Added 2.69%	92,630 $8.63 Million
Q2 2023 Jul 28, 2023	BUY	$91.33 - $98.06 $338,834 - $363,802	3,710 Added 4.29%	90,205 $8.75 Million
Q4 2022 Feb 14, 2023	BUY	$78.67 - $91.07 $2.51 Million - $2.9 Million	31,865 Added 58.33%	86,495 $7.46 Million
Q3 2022 Nov 10, 2022	BUY	$78.88 - $94.48 $2.26 Million - $2.7 Million	28,600 Added 109.87%	54,630 $4.31 Million
Q2 2022 Nov 10, 2022	BUY	$83.88 - $102.77 $2.18 Million - $2.68 Million	26,030 New	26,030 $2.22 Million

Others Institutions Holding VT

# of Institutions

1,002

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Account

Three Bridge Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History