A detailed history of Naviter Wealth, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Naviter Wealth, LLC holds 864 shares of VTI stock, worth $285,914. This represents 0.03% of its overall portfolio holdings.

Number of Shares
864
Previous 2,017 57.16%
Holding current value
$285,914
Previous $554,000 52.71%
% of portfolio
0.03%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

SELL
$243.75 - $303.93 $281,043 - $350,431
-1,153 Reduced 57.16%
864 $262,000
Q1 2025

Apr 25, 2025

SELL
$271.18 - $303.12 $13,559 - $15,156
-50 Reduced 2.42%
2,017 $554,000
Q3 2024

Oct 16, 2024

BUY
$255.18 - $283.2 $527,457 - $585,374
2,067 New
2,067 $585,000

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.