Core Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Core Wealth Advisors, Inc.

  • $357 Million
  • Q3 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 727 shares of VTI stock, worth $239,808. This represents 0.07% of its overall portfolio holdings.

Number of Shares
727
Previous 818 11.12%
Holding current value
$239,808
Previous $248,000 4.03%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 14, 2025
SELL
$303.93 - $329.86 $27,657 - $30,017
-91 Reduced 11.12%
727 $238,000
Q2 2025

Aug 14, 2025
BUY
$243.75 - $303.93 $199,387 - $248,614
818 New
818 $248,000
Q1 2024

May 15, 2024
SELL
$232.77 - $260.14 $3,026 - $3,381
-13 Reduced 1.81%
704 $182,000
Q3 2023

Nov 13, 2023
SELL
$211.41 - $228.35 $29,597 - $31,969
-140 Reduced 16.34%
717 $152,000
Q2 2023

Aug 14, 2023
SELL
$200.75 - $220.28 $19,272 - $21,146
-96 Reduced 10.07%
857 $188,000
Q1 2023

Apr 27, 2023
SELL
$189.85 - $210.01 $8,922 - $9,870
-47 Reduced 4.7%
953 $194,000
Q3 2022

Nov 10, 2022
BUY
$179.47 - $216.24 $179,470 - $216,240
1,000 New
1,000 $179,000
Q2 2020

Jul 31, 2020
SELL
$122.96 - $164.1 $1,967 - $2,625
-16 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$111.91 - $172.17 $783 - $1,205
-7 Reduced 30.43%
16 $2,000
Q4 2019

Feb 14, 2020
BUY
$146.61 - $164.29 $3,372 - $3,778
23 New
23 $4,000

Others Institutions Holding VTI

# of Institutions
3,634
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
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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