Paragon Private Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Paragon Private Wealth Management, LLC

  • $210 Million
  • Q4 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 9,616 shares of VTI stock, worth $2.9 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
9,616
Previous 8,006 20.11%
Holding current value
$2.9 Million
Previous $2.27 Million 22.95%
% of portfolio
1.33%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$280.04 - $302.45 $450,864 - $486,944
1,610 Added 20.11%
9,616 $2.79 Million
Q3 2024

Nov 07, 2024
BUY
$255.18 - $283.2 $1.68 Million - $1.87 Million
6,600 Added 469.42%
8,006 $2.27 Million
Q2 2024

Aug 12, 2024
BUY
$245.23 - $269.4 $344,793 - $378,776
1,406 New
1,406 $376,000

Others Institutions Holding VTI

# of Institutions
3,356
Shares Held
460M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

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