Accurate Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Accurate Wealth Management, LLC

  • $426 Million
  • Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,914 shares of VTI stock, worth $1.58 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,914
Previous 8,232 28.16%
Holding current value
$1.58 Million
Previous $2.14 Million 26.04%
% of portfolio
0.37%
Previous 0.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$245.23 - $269.4 $568,443 - $624,469
-2,318 Reduced 28.16%
5,914 $1.58 Million
Q1 2024

Apr 22, 2024
BUY
$232.77 - $260.14 $479,040 - $535,368
2,058 Added 33.33%
8,232 $2.14 Million
Q4 2023

Jan 12, 2024
BUY
$203.12 - $238.25 $10,562 - $12,389
52 Added 0.85%
6,174 $1.46 Million
Q3 2023

Oct 23, 2023
SELL
$211.41 - $228.35 $889,401 - $960,668
-4,207 Reduced 40.73%
6,122 $1.3 Million
Q2 2023

Jul 24, 2023
SELL
$200.75 - $220.28 $7.91 Million - $8.68 Million
-39,382 Reduced 79.22%
10,329 $2.28 Million
Q1 2023

Apr 13, 2023
BUY
$189.85 - $210.01 $9.33 Million - $10.3 Million
49,143 Added 8651.94%
49,711 $10.1 Million
Q4 2022

Jan 11, 2023
BUY
$187.53 - $204.18 $106,517 - $115,974
568 New
568 $0
Q2 2022

Aug 04, 2022
SELL
N/A
-999 Closed
0 $0
Q1 2022

May 10, 2022
BUY
N/A
125 Added 14.3%
999 $228,000
Q4 2021

Feb 08, 2022
BUY
N/A
874 New
874 $202,000

Others Institutions Holding VTI

# of Institutions
2,871
Shares Held
457M
Call Options Held
824K
Put Options Held
439K
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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