Smallwood Wealth Investment Management, LLC Vanguard Total Stock Market Et Transaction History
Smallwood Wealth Investment Management, LLC
- $142 Million
- Q4 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 26,334 shares of VTI stock, worth $7.95 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
26,334
Previous 27,333
3.65%
Holding current value
$7.95 Million
Previous $7.74 Million
1.4%
% of portfolio
5.39%
Previous 5.65%
Shares
13 transactions
Others Institutions Holding VTI
# of Institutions
3,326Shares Held
459MCall Options Held
1.46MPut Options Held
730K-
Vanguard Group Inc Valley Forge, PA53.7MShares$16.2 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$8.14 Billion18.8% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.97 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.9 Billion1.57% of portfolio
-
Morgan Stanley New York, NY12.8MShares$3.87 Billion0.27% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity