Joel Adams & Associates, Inc. Vanguard Total Stock Market Et Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 4,358 shares of VTI stock, worth $1.18 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
4,358
Previous 4,934
11.67%
Holding current value
$1.18 Million
Previous $1.43 Billion
16.23%
% of portfolio
1.08%
Previous 1.3%
Shares
2 transactions
Others Institutions Holding VTI
# of Institutions
3,402Shares Held
473MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$14.5 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.3 Billion18.8% of portfolio
-
Wealthfront Advisers LLC15.6MShares$4.23 Billion13.31% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.56 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.49 Billion1.57% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity