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%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,046

Shares Held

454M

Call Options Held

1.81M

Put Options Held

618K

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