Sonoma Private Wealth LLC Vanguard Total Stock Market Et Transaction History

Sonoma Private Wealth LLC

  • $61.6 Billion
  • Q2 2024

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,186 shares of VTI stock, worth $592,274. This represents 0.95% of its overall portfolio holdings.

Number of Shares
2,186
Previous 2,186 -0.0%
Holding current value
$592,274
Previous $568 Million 2.93%
% of portfolio
0.95%
Previous 0.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$189.85 - $210.01 $82,774 - $91,564
436 Added 24.91%
2,186 $446 Million
Q4 2022

Feb 13, 2023
BUY
$187.53 - $204.18 $328,177 - $357,315
1,750 New
1,750 $335 Million

Others Institutions Holding VTI

# of Institutions
2,923
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
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 Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth 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 Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email