Capital Advisors Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 17,154 shares of VTI stock, worth $5.68 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
17,154
Previous 16,539 3.72%
Holding current value
$5.68 Million
Previous $5.03 Million 12.0%
% of portfolio
0.83%
Previous 0.81%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$303.93 - $329.86 $186,916 - $202,863
615 Added 3.72%
17,154 $5.63 Million
Q2 2025

Aug 13, 2025
SELL
$243.75 - $303.93 $74,587 - $93,002
-306 Reduced 1.82%
16,539 $5.03 Million
Q1 2025

Apr 24, 2025
BUY
$271.18 - $303.12 $279,586 - $312,516
1,031 Added 6.52%
16,845 $4.63 Million
Q4 2024

Jan 14, 2025
BUY
$280.04 - $302.45 $36,125 - $39,016
129 Added 0.82%
15,814 $4.58 Million
Q3 2024

Oct 15, 2024
BUY
$255.18 - $283.2 $232,213 - $257,712
910 Added 6.16%
15,685 $4.44 Million
Q2 2024

Jul 16, 2024
BUY
$245.23 - $269.4 $233,704 - $256,738
953 Added 6.89%
14,775 $3.95 Million
Q1 2024

Apr 12, 2024
BUY
$232.77 - $260.14 $460,186 - $514,296
1,977 Added 16.69%
13,822 $3.59 Million
Q4 2023

Jan 08, 2024
BUY
$203.12 - $238.25 $231,759 - $271,843
1,141 Added 10.66%
11,845 $2.81 Million
Q3 2023

Oct 10, 2023
BUY
$211.41 - $228.35 $321,343 - $347,092
1,520 Added 16.55%
10,704 $2.27 Million
Q2 2023

Jul 11, 2023
BUY
$200.75 - $220.28 $249,532 - $273,808
1,243 Added 15.65%
9,184 $2.02 Million
Q1 2023

Apr 14, 2023
BUY
$189.85 - $210.01 $25,250 - $27,931
133 Added 1.7%
7,941 $1.62 Million
Q4 2022

Feb 09, 2023
SELL
$179.3 - $204.18 $96,822 - $110,257
-540 Reduced 6.47%
7,808 $1.49 Million
Q3 2022

Nov 14, 2022
SELL
$179.47 - $216.24 $30,689 - $36,977
-171 Reduced 2.01%
8,348 $1.5 Million
Q2 2022

Aug 04, 2022
SELL
$183.02 - $230.52 $79,613 - $100,276
-435 Reduced 4.86%
8,519 $1.61 Million
Q1 2022

May 09, 2022
SELL
$209.9 - $242.97 $97,813 - $113,224
-466 Reduced 4.95%
8,954 $2.04 Million
Q4 2021

Feb 04, 2022
BUY
$221.73 - $242.96 $204,656 - $224,252
923 Added 10.86%
9,420 $2.27 Million
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $98,434 - $105,232
449 Added 5.58%
8,497 $1.89 Million
Q2 2021

Aug 13, 2021
BUY
$209.28 - $222.82 $535,128 - $569,750
2,557 Added 46.57%
8,048 $1.79 Million
Q1 2021

Apr 20, 2021
BUY
$191.87 - $208.85 $1.05 Million - $1.15 Million
5,491 New
5,491 $1.14 Million

Others Institutions Holding VTI

# of Institutions
3,566
Shares Held
672M
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
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