A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 48,635 shares of VTI stock, worth $14.3 Million. This represents 6.85% of its overall portfolio holdings.

Number of Shares
48,635
Previous 53,515 9.12%
Holding current value
$14.3 Million
Previous $14.3 Billion 3.8%
% of portfolio
6.85%
Previous 8.42%

Shares

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

Nov 13, 2024

SELL
$255.18 - $283.2 $1.25 Million - $1.38 Million
-4,880 Reduced 9.12%
48,635 $13.8 Billion
Q2 2024

Aug 09, 2024

BUY
$245.23 - $269.4 $221,442 - $243,268
903 Added 1.72%
53,515 $14.3 Billion
Q1 2024

May 15, 2024

BUY
$232.77 - $260.14 $1.56 Million - $1.75 Million
6,718 Added 14.64%
52,612 $13.7 Billion
Q4 2023

Apr 03, 2024

BUY
$203.12 - $238.25 $9.32 Million - $10.9 Million
45,894 New
45,894 $10.9 Billion

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 Pine Harbor Wealth Management, LLC Portfolio

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

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.