Engrave Wealth Partners LLC Vanguard Total Stock Market Et Transaction History

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023

A detailed history of Engrave Wealth Partners LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 4,712 shares of VTI stock, worth $1.38 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,712
Previous 4,754 0.88%
Holding current value
$1.38 Million
Previous $1.01 Million 10.7%
% of portfolio
0.32%
Previous 0.31%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
SELL
$203.12 - $238.25 $8,531 - $10,006
-42 Reduced 0.88%
4,712 $1.12 Million
Q2 2023

Jul 06, 2023
BUY
$200.75 - $220.28 $7,227 - $7,930
36 Added 0.76%
4,754 $1.05 Million
Q4 2022

Jan 20, 2023
SELL
$179.3 - $204.18 $8,606 - $9,800
-48 Reduced 1.01%
4,718 $0
Q3 2022

Oct 05, 2022
BUY
$179.47 - $216.24 $9,332 - $11,244
52 Added 1.1%
4,766 $855,000
Q2 2022

Jul 13, 2022
BUY
$183.02 - $230.52 $5,124 - $6,454
28 Added 0.6%
4,714 $889,000
Q4 2021

Jan 12, 2022
BUY
$221.73 - $242.96 $443 - $485
2 Added 0.04%
4,686 $1.13 Million
Q1 2021

Apr 19, 2021
SELL
$191.87 - $208.85 $362,634 - $394,726
-1,890 Reduced 28.75%
4,684 $968,000
Q3 2020

Oct 08, 2020
BUY
$157.44 - $181.24 $201,995 - $232,530
1,283 Added 24.25%
6,574 $1.13 Million
Q4 2019

Mar 12, 2020
BUY
$146.61 - $164.29 $775,713 - $869,258
5,291 New
5,291 $865,000

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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