Ridgecrest Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Ridgecrest Wealth Partners, LLC

$167 Million
Q1 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 4,120 shares of VTI stock, worth $1.13 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

4,120

Previous 2,920 41.1%

Holding current value

$1.13 Million

Previous $692,000 54.62%

% of portfolio

0.64%

Previous 0.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$232.77 - $260.14 $279,324 - $312,168	1,200 Added 41.1%	4,120 $1.07 Million
Q3 2023 Oct 25, 2023	BUY	$211.41 - $228.35 $11,838 - $12,787	56 Added 1.96%	2,920 $620,000
Q1 2023 Apr 24, 2023	SELL	$189.85 - $210.01 $58,853 - $65,103	-310 Reduced 9.77%	2,864 $584,000
Q4 2022 Jan 26, 2023	BUY	$187.53 - $204.18 $1,875 - $2,041	10 Added 0.32%	3,174 $0
Q3 2022 Oct 20, 2022	BUY	N/A	344 Added 12.2%	3,164 $568,000

Q2 2022 Jul 29, 2022	BUY	N/A	82 Added 2.99%	2,820 $532,000
Q1 2022 Apr 26, 2022	BUY	N/A	273 Added 11.08%	2,738 $623,000
Q4 2021 Jan 19, 2022	BUY	N/A	50 Added 2.07%	2,465 $595,000
Q3 2021 Nov 03, 2021	BUY	N/A	85 Added 3.65%	2,415 $536,000
Q1 2021 May 19, 2021	BUY	N/A	2,330 New	2,330 $482,000

Others Institutions Holding VTI

# of Institutions

2,856

Shares Held

457M

Call Options Held

824K

Put Options Held

449K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Ridgecrest Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History