Walkner Condon Financial Advisors LLC Vanguard Total World Stk Index Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 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 4,339 shares of VT stock, worth $523,153. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,339
Previous 2,592 67.4%
Holding current value
$523,153
Previous $310,000 64.19%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Jan 29, 2025
BUY
$117.09 - $123.07 $204,556 - $215,003
1,747 Added 67.4%
4,339 $509,000
Q3 2024

Oct 31, 2024
BUY
$107.72 - $119.96 $62,693 - $69,816
582 Added 28.96%
2,592 $310,000
Q2 2024

Jul 26, 2024
BUY
$104.94 - $113.51 $210,929 - $228,155
2,010 New
2,010 $226,000

Others Institutions Holding VT

# of Institutions
1,084
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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