Kapstone Financial Advisors LLC Vanguard Total Stock Market Et Transaction History

Kapstone Financial Advisors LLC

  • $147 Billion
  • Q1 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 845 shares of VTI stock, worth $229,941. This represents 0.15% of its overall portfolio holdings.

Number of Shares
845
Previous 925 8.65%
Holding current value
$229,941
Previous $224 Million 2.02%
% of portfolio
0.15%
Previous 0.18%

Shares

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

May 13, 2024
SELL
$232.77 - $260.14 $18,621 - $20,811
-80 Reduced 8.65%
845 $220 Million
Q4 2023

Feb 05, 2024
BUY
$203.12 - $238.25 $187,886 - $220,381
925 New
925 $224 Million
Q2 2023

Aug 08, 2023
SELL
$200.75 - $220.28 $10,037 - $11,014
-50 Reduced 5.13%
925 $211 Million
Q4 2022

Feb 15, 2023
BUY
$187.53 - $204.18 $182,841 - $199,075
975 New
975 $205 Million

Others Institutions Holding VTI

# of Institutions
2,849
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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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