Palo Alto Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,655 shares of VTI stock, worth $451,517. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,655
Previous 1,395 18.64%
Holding current value
$451,517
Previous $404 Million 18.39%
% of portfolio
0.19%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$271.18 - $303.12 $70,506 - $78,811
260 Added 18.64%
1,655 $479 Million
Q4 2024

Feb 14, 2025
BUY
$280.04 - $302.45 $118,736 - $128,238
424 Added 43.67%
1,395 $404 Million
Q3 2024

Nov 06, 2024
BUY
$255.18 - $283.2 $38,021 - $42,196
149 Added 18.13%
971 $280 Million
Q1 2024

Apr 30, 2024
BUY
$232.77 - $260.14 $191,336 - $213,835
822 New
822 $214 Million

Others Institutions Holding VTI

# of Institutions
3,444
Shares Held
517M
Call Options Held
1.15M
Put Options Held
724K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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