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

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 4,785 shares of VTI stock, worth $1.31 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

4,785

Previous 4,736 1.03%

Holding current value

$1.31 Million

Previous $1.37 Billion 4.18%

% of portfolio

0.49%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$271.18 - $303.12 $13,287 - $14,852	49 Added 1.03%	4,785 $1.32 Billion
Q4 2024 Jan 27, 2025	BUY	$280.04 - $302.45 $840 - $907	3 Added 0.06%	4,736 $1.37 Billion
Q3 2024 Oct 29, 2024	BUY	$255.18 - $283.2 $510 - $566	2 Added 0.04%	4,733 $1.34 Billion
Q2 2024 Aug 13, 2024	BUY	$245.23 - $269.4 $39,482 - $43,373	161 Added 3.52%	4,731 $1.27 Billion
Q1 2024 Apr 30, 2024	SELL	$232.77 - $260.14 $26,768 - $29,916	-115 Reduced 2.45%	4,570 $1.19 Billion
Q4 2023 Feb 08, 2024	BUY	$203.12 - $238.25 $951,617 - $1.12 Million	4,685 New	4,685 $1.11 Billion

Others Institutions Holding VTI

# of Institutions

3,416

Shares Held

462M

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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Account

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