Core Wealth Management, Inc. Vanguard Total Stock Market Et Transaction History

Core Wealth Management, Inc.

  • $284 Billion
  • Q2 2025

A detailed history of Core Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Core Wealth Management, Inc. holds 676 shares of VTI stock, worth $211,608. This represents 0.07% of its overall portfolio holdings.

Number of Shares
676
Previous 2,000 66.2%
Holding current value
$211,608
Previous $550 Million 62.62%
% of portfolio
0.07%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$243.75 - $303.93 $322,725 - $402,403
-1,324 Reduced 66.2%
676 $205 Million
Q1 2025

Apr 29, 2025
BUY
$271.18 - $303.12 $7,593 - $8,487
28 Added 1.42%
2,000 $550 Million
Q4 2024

Jan 23, 2025
SELL
$280.04 - $302.45 $28,004 - $30,245
-100 Reduced 4.83%
1,972 $572 Million
Q1 2024

Apr 22, 2024
SELL
$232.77 - $260.14 $111,962 - $125,127
-481 Reduced 18.84%
2,072 $539 Million
Q4 2023

Feb 02, 2024
BUY
$203.12 - $238.25 $138,324 - $162,248
681 Added 36.38%
2,553 $606 Million
Q4 2022

Feb 13, 2023
BUY
$179.3 - $204.18 $335,649 - $382,224
1,872 New
1,872 $358,000

Others Institutions Holding VTI

# of Institutions
3,518
Shares Held
538M
Call Options Held
1.09M
Put Options Held
725K
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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