Curated Wealth Partners LLC Vanguard Total Stock Market Et Transaction History

Curated Wealth Partners LLC

  • $830 Million
  • Q2 2025

A detailed history of Curated Wealth Partners LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Curated Wealth Partners LLC holds 4,188 shares of VTI stock, worth $1.31 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,188
Previous 3,788 10.56%
Holding current value
$1.31 Million
Previous $1.04 Million 22.9%
% of portfolio
0.15%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$243.75 - $303.93 $97,500 - $121,572
400 Added 10.56%
4,188 $1.27 Million
Q1 2025

Apr 15, 2025
BUY
$271.18 - $303.12 $3,796 - $4,243
14 Added 0.37%
3,788 $1.04 Million
Q4 2024

Jan 21, 2025
BUY
$280.04 - $302.45 $378,614 - $408,912
1,352 Added 55.82%
3,774 $1.09 Million
Q3 2024

Oct 04, 2024
SELL
$255.18 - $283.2 $107,175 - $118,944
-420 Reduced 14.78%
2,422 $685,000
Q2 2024

Jul 12, 2024
BUY
$245.23 - $269.4 $696,943 - $765,634
2,842 New
2,842 $760,000
Q4 2023

Jan 08, 2024
SELL
$203.12 - $238.25 $91,404 - $107,212
-450 Reduced 14.99%
2,552 $605,000
Q1 2023

Apr 27, 2023
SELL
$189.85 - $210.01 $18,985 - $21,001
-100 Reduced 3.22%
3,002 $612,000
Q3 2022

Oct 13, 2022
SELL
$179.47 - $216.24 $182,162 - $219,483
-1,015 Reduced 24.65%
3,102 $556,000
Q2 2022

Jul 27, 2022
BUY
$183.02 - $230.52 $753,493 - $949,050
4,117 New
4,117 $776,000

Others Institutions Holding VTI

# of Institutions
3,491
Shares Held
525M
Call Options Held
1.1M
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
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