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

Evolution Wealth Advisors, LLC

$580 Million
Q4 2024

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 2,629 shares of VTI stock, worth $784,940. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,629

Previous 2,546 3.26%

Holding current value

$784,940

Previous $720,000 5.69%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,177

Shares Held

481M

Call Options Held

1.8M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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