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

Core Wealth Management, Inc.

  • $231 Billion
  • Q1 2024

A detailed history of Core Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Core Wealth Management, Inc. holds 2,072 shares of VTI stock, worth $560,911. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,072
Previous 2,553 18.84%
Holding current value
$560,911
Previous $606 Million 11.08%
% of portfolio
0.23%
Previous 0.29%

Shares

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

Apr 22, 2024
SELL
$232.77 - $260.14 $111,962 - $125,127
-481 Reduced 18.84%
2,072 $539 Million
Q4 2023

Feb 02, 2024
BUY
$203.12 - $238.25 $138,324 - $162,248
681 Added 36.38%
2,553 $606 Million
Q4 2022

Feb 13, 2023
BUY
$187.53 - $204.18 $351,056 - $382,224
1,872 New
1,872 $358,000

Others Institutions Holding VTI

# of Institutions
2,848
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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