A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 2,121 shares of VTI stock, worth $621,453. This represents 1.05% of its overall portfolio holdings.

Number of Shares
2,121
Previous 2,143 1.03%
Holding current value
$621,453
Previous $573 Million 4.76%
% of portfolio
1.05%
Previous 0.23%

Shares

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

Nov 06, 2024

SELL
$255.18 - $283.2 $5,613 - $6,230
-22 Reduced 1.03%
2,121 $601 Million
Q1 2024

May 14, 2024

SELL
$232.77 - $260.14 $109,401 - $122,265
-470 Reduced 17.99%
2,143 $557 Million
Q4 2023

Jan 25, 2024

BUY
$203.12 - $238.25 $530,752 - $622,547
2,613 New
2,613 $620 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


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