Evolution Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Evolution Wealth Advisors, LLC

  • $660 Million
  • Q2 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 2,796 shares of VTI stock, worth $925,252. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,796
Previous 2,623 6.6%
Holding current value
$925,252
Previous $720,000 17.92%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Aug 08, 2025
BUY
$243.75 - $303.93 $42,168 - $52,579
173 Added 6.6%
2,796 $849,000
Q1 2025

May 09, 2025
SELL
$271.18 - $303.12 $1,627 - $1,818
-6 Reduced 0.23%
2,623 $720,000
Q4 2024

Jan 17, 2025
BUY
$280.04 - $302.45 $23,243 - $25,103
83 Added 3.26%
2,629 $761,000
Q2 2023

Jul 17, 2023
BUY
$200.75 - $220.28 $1,204 - $1,321
6 Added 0.24%
2,546 $560,000
Q3 2022

Nov 01, 2022
SELL
$179.47 - $216.24 $455,853 - $549,249
-2,540 Reduced 50.0%
2,540 $456,000
Q4 2021

Jan 28, 2022
BUY
$221.73 - $242.96 $563,194 - $617,118
2,540 Added 100.0%
5,080 $0
Q2 2020

Jul 27, 2020
SELL
$122.96 - $164.1 $237,312 - $316,713
-1,930 Reduced 43.18%
2,540 $398,000
Q1 2020

Apr 22, 2020
BUY
$111.91 - $172.17 $500,237 - $769,599
4,470 New
4,470 $576,000
Q4 2019

Feb 03, 2020
SELL
$146.61 - $164.29 $812,219 - $910,166
-5,540 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$150.3 - $153.62 $832,662 - $851,054
5,540 New
5,540 $837,000

Others Institutions Holding VTI

# of Institutions
3,566
Shares Held
672M
Call Options Held
1.46M
Put Options Held
2.24M
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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