Curated Wealth Partners LLC Vanguard Total Stock Market Et Transaction History

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024

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 2,422 shares of VTI stock, worth $710,324. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,422
Previous 2,842 14.78%
Holding current value
$710,324
Previous $760,000 9.87%
% of portfolio
0.09%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,045
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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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