A detailed history of Northcape Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 1,700 shares of VTI stock, worth $508,385. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,300 30.77%
Holding current value
$508,385
Previous $347,000 38.62%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Nov 06, 2024

BUY
$255.18 - $283.2 $102,072 - $113,280
400 Added 30.77%
1,700 $481,000
Q2 2024

Jul 25, 2024

BUY
$245.23 - $269.4 $122,615 - $134,700
500 Added 62.5%
1,300 $347,000
Q1 2024

Apr 30, 2024

BUY
$232.77 - $260.14 $186,216 - $208,112
800 New
800 $207,000

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 Northcape Wealth Management, LLC Portfolio

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

News

Stay updated on Northcape Wealth Management, LLC with notifications on news.