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

Core Wealth Management, Inc.

  • $261 Billion
  • Q1 2025

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 2,000 shares of VTI stock, worth $627,380. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,000
Previous 1,972 1.42%
Holding current value
$627,380
Previous $572 Million 3.82%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Apr 29, 2025
BUY
$271.18 - $303.12 $7,593 - $8,487
28 Added 1.42%
2,000 $550 Million
Q4 2024

Jan 23, 2025
SELL
$280.04 - $302.45 $28,004 - $30,245
-100 Reduced 4.83%
1,972 $572 Million
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
$179.3 - $204.18 $335,649 - $382,224
1,872 New
1,872 $358,000

Others Institutions Holding VTI

# of Institutions
3,485
Shares Held
525M
Call Options Held
1.15M
Put Options Held
904K
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 Core Wealth Management, Inc. Portfolio

Follow Core Wealth Management, Inc. 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 Core Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email