Sonoma Private Wealth LLC Vanguard Total World Stk Index Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 7,560 shares of VT stock, worth $921,488. This represents 1.41% of its overall portfolio holdings.
Number of Shares
7,560
Previous 7,560
-0.0%
Holding current value
$921,488
Previous $851 Million
6.28%
% of portfolio
1.41%
Previous 1.38%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,009Shares Held
86.8MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.44 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$510 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$493 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$297 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$294 Million4.91% of portfolio