Walkner Condon Financial Advisors LLC Vanguard Total World Stk Index Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,592 shares of VT stock, worth $315,938. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,592
Previous 2,010
28.96%
Holding current value
$315,938
Previous $226,000
37.17%
% of portfolio
0.06%
Previous 0.05%
Shares
2 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