Roger Wittlin Investment Advisory, LLC Vanguard Total World Stk Index Transaction History

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 2,758 shares of VT stock, worth $329,139. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,758
Previous 2,738 0.73%
Holding current value
$329,139
Previous $327,000 0.92%
% of portfolio
0.18%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$117.09 - $123.07 $2,341 - $2,461
20 Added 0.73%
2,758 $324,000
Q3 2024

Nov 08, 2024
BUY
$107.72 - $119.96 $1,184 - $1,319
11 Added 0.4%
2,738 $327,000
Q2 2024

Jul 25, 2024
BUY
$104.94 - $113.51 $286,171 - $309,541
2,727 New
2,727 $307,000

Others Institutions Holding VT

# of Institutions
1,087
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email