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 2,143 shares of VTI stock, worth $604,818. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,143
Previous 2,143 -0.0%
Holding current value
$604,818
Previous $557 Million 2.93%
% of portfolio
0.23%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, 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 One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.