Accretive Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 5,029 shares of VTI stock, worth $1.5 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
5,029
Previous 5,029 -0.0%
Holding current value
$1.5 Million
Previous $1.42 Million 2.32%
% of portfolio
0.64%
Previous 0.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$255.18 - $283.2 $230,427 - $255,729
-903 Reduced 15.22%
5,029 $1.42 Million
Q4 2023

Feb 06, 2024
BUY
$203.12 - $238.25 $203,932 - $239,203
1,004 Added 20.37%
5,932 $1.41 Million
Q3 2023

Nov 06, 2023
SELL
$211.41 - $228.35 $9,513 - $10,275
-45 Reduced 0.9%
4,928 $1.05 Million
Q2 2023

Aug 07, 2023
BUY
$200.75 - $220.28 $9,033 - $9,912
45 Added 0.91%
4,973 $1.1 Million
Q1 2023

May 04, 2023
BUY
$189.85 - $210.01 $189 - $210
1 Added 0.02%
4,928 $1.01 Million
Q4 2022

Feb 13, 2023
BUY
$179.3 - $204.18 $2,510 - $2,858
14 Added 0.28%
4,927 $941,000
Q2 2022

Aug 12, 2022
SELL
$183.02 - $230.52 $61,860 - $77,915
-338 Reduced 6.44%
4,913 $927,000
Q1 2022

May 12, 2022
BUY
$209.9 - $242.97 $58,981 - $68,274
281 Added 5.65%
5,251 $1.2 Million
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $12,496 - $13,359
57 Added 1.16%
4,970 $1.1 Million
Q2 2021

Aug 13, 2021
BUY
$209.28 - $222.82 $86,432 - $92,024
413 Added 9.18%
4,913 $1.1 Million
Q4 2020

Feb 12, 2021
BUY
$166.99 - $194.64 $751,455 - $875,879
4,500 New
4,500 $876,000

Others Institutions Holding VTI

# of Institutions
3,140
Shares Held
475M
Call Options Held
1.8M
Put Options Held
620K
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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