Lakeridge Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 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 2,163 shares of VTI stock, worth $641,351. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,163
Previous 2,446 11.57%
Holding current value
$641,351
Previous $654 Million 6.4%
% of portfolio
0.34%
Previous 0.39%

Shares

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

Oct 07, 2024
SELL
$255.18 - $283.2 $72,215 - $80,145
-283 Reduced 11.57%
2,163 $612 Million
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
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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