Luminvest Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 234,512 shares of VTI stock, worth $67.2 Million. This represents 27.77% of its overall portfolio holdings.

Number of Shares

234,512

Previous 223,919 4.73%

Holding current value

$67.2 Million

Previous $60.2 Billion 11.17%

% of portfolio

27.77%

Previous 28.27%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$255.18 - $283.2 $2.7 Million - $3 Million	10,593 Added 4.73%	234,512 $66.9 Billion
Q2 2024 Oct 30, 2024	BUY	$245.23 - $269.4 $13.5 Million - $14.8 Million	55,089 Added 32.63%	223,919 $60.2 Billion
Q1 2024 Oct 30, 2024	BUY	$232.77 - $260.14 $936,433 - $1.05 Million	4,023 Added 2.44%	168,830 $46.3 Billion
Q4 2023 Oct 30, 2024	BUY	$203.12 - $238.25 $33.5 Million - $39.3 Million	164,807 New	164,807 $44.1 Billion

Others Institutions Holding VTI

# of Institutions

2,975

Shares Held

464M

Call Options Held

647K

Put Options Held

433K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Luminvest Wealth Management LLC Vanguard Total Stock Market Et Transaction History