Aegis Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Aegis Wealth Management LLC holds 15,984 shares of VTI stock, worth $4.63 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
15,984
Previous 12,705 25.81%
Holding current value
$4.63 Million
Previous $3.68 Billion 19.31%
% of portfolio
2.58%
Previous 2.49%

Shares

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

May 08, 2025
BUY
$271.18 - $303.12 $889,199 - $993,930
3,279 Added 25.81%
15,984 $4.39 Billion
Q4 2024

Mar 07, 2025
BUY
$280.04 - $302.45 $3.56 Million - $3.84 Million
12,705 New
12,705 $3.68 Billion

Others Institutions Holding VTI

# of Institutions
3,445
Shares Held
517M
Call Options Held
1.15M
Put Options Held
904K
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
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email