West Financial Advisors, LLC Vanguard Total World Stk Index Transaction History

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, West Financial Advisors, LLC holds 2,620 shares of VT stock, worth $364,808. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,620
Holding current value
$364,808
% of portfolio
0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$135.16 - $141.78 $354,119 - $371,463
2,620 New
2,620 $364,000
Q1 2021

Apr 20, 2021
SELL
$92.05 - $98.71 $10,493 - $11,252
-114 Closed
0 $0
Q4 2020

Feb 22, 2021
BUY
$78.99 - $92.58 $9,004 - $10,554
114 New
114 $11,000

Others Institutions Holding VT

# of Institutions
1,230
Shares Held
119M
Call Options Held
251K
Put Options Held
87.2K
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 West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email