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

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 4,058 shares of VTI stock, worth $1.19 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,058
Previous 4,058 -0.0%
Holding current value
$1.19 Million
Previous $1.09 Million 5.9%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jul 31, 2024
BUY
$245.23 - $269.4 $1,716 - $1,885
7 Added 0.17%
4,058 $1.09 Million
Q1 2024

May 01, 2024
BUY
$232.77 - $260.14 $81,236 - $90,788
349 Added 9.43%
4,051 $1.05 Million
Q4 2023

Jan 22, 2024
SELL
$203.12 - $238.25 $35,952 - $42,170
-177 Reduced 4.56%
3,702 $878,000
Q3 2023

Oct 20, 2023
BUY
$211.41 - $228.35 $23,677 - $25,575
112 Added 2.97%
3,879 $823,000
Q1 2023

Apr 25, 2023
BUY
$189.85 - $210.01 $715,164 - $791,107
3,767 New
3,767 $768,000

Others Institutions Holding VTI

# of Institutions
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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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