Hillcrest Wealth Advisors Ny, LLC Vanguard Total Stock Market Et Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $200 Million
  • Q3 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 900 shares of VTI stock, worth $266,859. This represents 0.13% of its overall portfolio holdings.

Number of Shares
900
Previous 1,050 14.29%
Holding current value
$266,859
Previous $280,000 9.29%
% of portfolio
0.13%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$255.18 - $283.2 $38,277 - $42,480
-150 Reduced 14.29%
900 $254,000
Q2 2024

Jul 18, 2024
SELL
$245.23 - $269.4 $36,784 - $40,410
-150 Reduced 12.5%
1,050 $280,000
Q3 2020

Oct 21, 2020
BUY
$157.44 - $181.24 $188,928 - $217,488
1,200 New
1,200 $204,000
Q4 2019

Jan 30, 2020
SELL
$146.61 - $164.29 $308,027 - $345,173
-2,101 Closed
0 $0
Q2 2019

Aug 06, 2019
SELL
N/A
-300 Reduced 12.49%
2,101 $315,000
Q4 2018

Feb 08, 2019
BUY
N/A
2,401 New
2,401 $306,000

Others Institutions Holding VTI

# of Institutions
3,042
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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