Lakeridge Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,446 shares of VTI stock, worth $678,080. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,446
Previous 2,198 11.28%
Holding current value
$678,080
Previous $571 Million 14.54%
% of portfolio
0.39%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$245.23 - $269.4 $60,817 - $66,811
248 Added 11.28%
2,446 $654 Million
Q1 2024

Apr 29, 2024
BUY
$232.77 - $260.14 $65,873 - $73,619
283 Added 14.78%
2,198 $571 Million
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $388,974 - $456,248
1,915 New
1,915 $454 Million

Others Institutions Holding VTI

# of Institutions
2,927
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
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
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email