Carl Stuart Investment Advisor, Inc Vanguard Total Stock Market Et Transaction History

Carl Stuart Investment Advisor, Inc

  • $154 Million
  • Q1 2024

A detailed history of Carl Stuart Investment Advisor, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 303,952 shares of VTI stock, worth $82.7 Million. This represents 51.22% of its overall portfolio holdings.

Number of Shares
303,952
Previous 280,370 8.41%
Holding current value
$82.7 Million
Previous $66.5 Million 18.78%
% of portfolio
51.22%
Previous 46.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$232.77 - $260.14 $5.49 Million - $6.13 Million
23,582 Added 8.41%
303,952 $79 Million
Q4 2023

Jan 11, 2024
BUY
$203.12 - $238.25 $545,174 - $639,463
2,684 Added 0.97%
280,370 $66.5 Million
Q3 2023

Oct 10, 2023
SELL
$211.41 - $228.35 $769,743 - $831,422
-3,641 Reduced 1.29%
277,686 $59 Million
Q2 2023

Jul 19, 2023
SELL
$200.75 - $220.28 $153,573 - $168,514
-765 Reduced 0.27%
281,327 $62 Million
Q1 2023

Apr 10, 2023
BUY
$189.85 - $210.01 $2.71 Million - $2.99 Million
14,259 Added 5.32%
282,092 $57.6 Million
Q4 2022

Feb 13, 2023
SELL
$187.53 - $204.18 $364,933 - $397,334
-1,946 Reduced 0.72%
267,833 $51.2 Million
Q3 2022

Nov 10, 2022
BUY
N/A
2,883 Added 1.08%
269,779 $51.1 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-2,033 Reduced 0.76%
266,896 $52 Million
Q1 2022

May 04, 2022
BUY
N/A
261,786 Added 3664.93%
268,929 $612 Million
Q1 2022

Apr 12, 2022
SELL
N/A
-256,701 Reduced 97.29%
7,143 $1.61 Million
Q4 2021

Feb 15, 2022
BUY
N/A
263,844 New
263,844 $63.7 Million

Others Institutions Holding VTI

# of Institutions
2,849
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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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