Lyell Wealth Management, LP Vanguard Total Stock Market Et Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
A detailed history of Lyell Wealth Management, LP transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,963 shares of VTI stock, worth $575,080. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,963
Previous 1,969
0.3%
Holding current value
$575,080
Previous $557,000
1.97%
% of portfolio
0.05%
Previous 0.05%
Shares
22 transactions
Others Institutions Holding VTI
# of Institutions
3,368Shares Held
454MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$15.7 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.9 Billion18.8% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.86 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.78 Billion1.57% of portfolio
-
Morgan Stanley New York, NY12.8MShares$3.76 Billion0.27% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity