Luminvest Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Luminvest Wealth Management LLC

$248 Billion
Q4 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 248,796 shares of VTI stock, worth $74.2 Million. This represents 29.11% of its overall portfolio holdings.

Number of Shares

248,796

Previous 234,512 6.09%

Holding current value

$74.2 Million

Previous $66.9 Billion 7.71%

% of portfolio

29.11%

Previous 27.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$280.04 - $302.45 $4 Million - $4.32 Million	14,284 Added 6.09%	248,796 $72.1 Billion
Q3 2024 Oct 30, 2024	BUY	$255.18 - $283.2 $2.7 Million - $3 Million	10,593 Added 4.73%	234,512 $66.9 Billion
Q2 2024 Oct 30, 2024	BUY	$245.23 - $269.4 $13.5 Million - $14.8 Million	55,089 Added 32.63%	223,919 $60.2 Billion
Q1 2024 Oct 30, 2024	BUY	$232.77 - $260.14 $936,433 - $1.05 Million	4,023 Added 2.44%	168,830 $46.3 Billion
Q4 2023 Oct 30, 2024	BUY	$203.12 - $238.25 $33.5 Million - $39.3 Million	164,807 New	164,807 $44.1 Billion

Others Institutions Holding VTI

# of Institutions

3,130

Shares Held

467M

Call Options Held

1.81M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Luminvest Wealth Management LLC Vanguard Total Stock Market Et Transaction History