Heirloom Wealth Management Vanguard Total Stock Market Et Transaction History

Heirloom Wealth Management

  • $279 Million
  • Q1 2024

A detailed history of Heirloom Wealth Management transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Heirloom Wealth Management holds 895 shares of VTI stock, worth $244,952. This represents 0.08% of its overall portfolio holdings.

Number of Shares
895
Previous 1,337 33.06%
Holding current value
$244,952
Previous $317,000 26.81%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Apr 24, 2024
SELL
$232.77 - $260.14 $102,884 - $114,981
-442 Reduced 33.06%
895 $232,000
Q4 2023

Jan 31, 2024
BUY
$203.12 - $238.25 $3,453 - $4,050
17 Added 1.29%
1,337 $317,000
Q3 2023

Oct 23, 2023
BUY
$211.41 - $228.35 $10,781 - $11,645
51 Added 4.02%
1,320 $280,000
Q2 2023

Aug 08, 2023
BUY
$200.75 - $220.28 $254,751 - $279,535
1,269 New
1,269 $279,000

Others Institutions Holding VTI

# of Institutions
2,870
Shares Held
457M
Call Options Held
824K
Put Options Held
439K
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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