A detailed history of Endowment Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 21,735 shares of VTI stock, worth $5.84 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares
21,735
Previous 20,505 6.0%
Holding current value
$5.84 Million
Previous $4.86 Million 16.12%
% of portfolio
4.68%
Previous 4.54%

Shares

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

May 08, 2024

BUY
$232.77 - $260.14 $286,307 - $319,972
1,230 Added 6.0%
21,735 $5.65 Million
Q4 2023

Feb 07, 2024

BUY
$203.12 - $238.25 $54,639 - $64,089
269 Added 1.33%
20,505 $4.86 Million
Q3 2023

Oct 30, 2023

SELL
$211.41 - $228.35 $49,047 - $52,977
-232 Reduced 1.13%
20,236 $4.3 Million
Q2 2023

Aug 10, 2023

SELL
$200.75 - $220.28 $183,686 - $201,556
-915 Reduced 4.28%
20,468 $4.51 Million
Q1 2023

May 10, 2023

SELL
$189.85 - $210.01 $557,209 - $616,379
-2,935 Reduced 12.07%
21,383 $4.36 Million
Q4 2022

Feb 13, 2023

SELL
$187.53 - $204.18 $127,895 - $139,250
-682 Reduced 2.73%
24,318 $4.65 Million
Q3 2022

Nov 10, 2022

BUY
N/A
254 Added 1.03%
25,000 $4.49 Million
Q2 2022

Aug 15, 2022

BUY
N/A
471 Added 1.94%
24,746 $4.67 Million
Q1 2022

May 04, 2022

SELL
N/A
-1,775 Reduced 6.81%
24,275 $5.53 Million
Q4 2021

Feb 11, 2022

BUY
N/A
26,050 New
26,050 $6.29 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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