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

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 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 4,265 shares of VTI stock, worth $1.24 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
4,265
Previous 4,305 0.93%
Holding current value
$1.24 Million
Previous $1.15 Million 4.87%
% of portfolio
0.64%
Previous 0.69%

Shares

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

Nov 04, 2024
SELL
$255.18 - $283.2 $10,207 - $11,328
-40 Reduced 0.93%
4,265 $1.21 Million
Q2 2024

Aug 05, 2024
BUY
$245.23 - $269.4 $45,367 - $49,838
185 Added 4.49%
4,305 $1.15 Million
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
$179.3 - $204.18 $1,793 - $2,041
10 Added 0.32%
3,174 $0
Q3 2022

Oct 20, 2022
BUY
$179.47 - $216.24 $61,737 - $74,386
344 Added 12.2%
3,164 $568,000
Q2 2022

Jul 29, 2022
BUY
$183.02 - $230.52 $15,007 - $18,902
82 Added 2.99%
2,820 $532,000
Q1 2022

Apr 26, 2022
BUY
$209.9 - $242.97 $57,302 - $66,330
273 Added 11.08%
2,738 $623,000
Q4 2021

Jan 19, 2022
BUY
$221.73 - $242.96 $11,086 - $12,148
50 Added 2.07%
2,465 $595,000
Q3 2021

Nov 03, 2021
BUY
$219.23 - $234.37 $18,634 - $19,921
85 Added 3.65%
2,415 $536,000
Q1 2021

May 19, 2021
BUY
$191.87 - $208.85 $447,057 - $486,620
2,330 New
2,330 $482,000

Others Institutions Holding VTI

# of Institutions
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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
Track This Portfolio

Track Ridgecrest Wealth Partners, LLC Portfolio

Follow Ridgecrest Wealth Partners, 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 Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email