Prevail Innovative Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Prevail Innovative Wealth Advisors, LLC

$345 Billion
Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 2,078 shares of VTI stock, worth $608,770. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,078

Previous 2,283 8.98%

Holding current value

$608,770

Previous $646 Million 6.84%

% of portfolio

0.17%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$280.04 - $302.45 $57,408 - $62,002	-205 Reduced 8.98%	2,078 $602 Million
Q3 2024 Nov 13, 2024	BUY	$255.18 - $283.2 $49,504 - $54,940	194 Added 9.29%	2,283 $646 Million
Q1 2024 May 09, 2024	SELL	$232.77 - $260.14 $42,131 - $47,085	-181 Reduced 7.97%	2,089 $543 Million
Q4 2023 Feb 13, 2024	BUY	$203.12 - $238.25 $169,402 - $198,700	834 Added 58.08%	2,270 $538 Million
Q3 2023 Nov 14, 2023	BUY	$211.41 - $228.35 $23,677 - $25,575	112 Added 8.46%	1,436 $305 Million
Q2 2023 Aug 15, 2023	BUY	$200.75 - $220.28 $265,793 - $291,650	1,324 New	1,324 $292 Million

Others Institutions Holding VTI

# of Institutions

3,368

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

Prevail Innovative Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History