Cadence Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Cadence Wealth Management LLC

  • $135 Million
  • Q1 2025

A detailed history of Cadence Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cadence Wealth Management LLC holds 2,020 shares of VTI stock, worth $670,256. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,020
Previous 2,005 0.75%
Holding current value
$670,256
Previous $581,000 4.48%
% of portfolio
0.41%
Previous 0.39%

Shares

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

May 06, 2025
BUY
$271.18 - $303.12 $4,067 - $4,546
15 Added 0.75%
2,020 $555,000
Q4 2024

Feb 10, 2025
BUY
$280.04 - $302.45 $561,480 - $606,412
2,005 New
2,005 $581,000

Others Institutions Holding VTI

# of Institutions
3,558
Shares Held
681M
Call Options Held
1.46M
Put Options Held
2.24M
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 Cadence Wealth Management LLC Portfolio

Follow Cadence 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 Cadence Wealth Management LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email