Monterey Private Wealth, Inc. Vanguard Total World Stk Index Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 27,207 shares of VT stock, worth $3.15 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
27,207
Previous 26,936
1.01%
Holding current value
$3.15 Million
Previous $3.22 Million
0.87%
% of portfolio
1.06%
Previous 1.1%
Shares
22 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$281 Million0.79% of portfolio