Stone Point Wealth LLC Vanguard Total Stock Market Et Transaction History

Stone Point Wealth LLC

$305 Million
Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Stone Point Wealth LLC holds 18,460 shares of VTI stock, worth $5.41 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

18,460

Previous 17,416 5.99%

Holding current value

$5.41 Million

Previous $4.66 Million 12.22%

% of portfolio

1.71%

Previous 1.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$255.18 - $283.2 $266,407 - $295,660	1,044 Added 5.99%	18,460 $5.23 Million
Q2 2024 Jul 30, 2024	BUY	$245.23 - $269.4 $186,865 - $205,282	762 Added 4.58%	17,416 $4.66 Million
Q1 2024 May 01, 2024	BUY	$232.77 - $260.14 $180,163 - $201,348	774 Added 4.87%	16,654 $4.33 Million
Q4 2023 Jan 26, 2024	BUY	$203.12 - $238.25 $149,496 - $175,352	736 Added 4.86%	15,880 $3.77 Million
Q3 2023 Oct 25, 2023	BUY	$211.41 - $228.35 $104,436 - $112,804	494 Added 3.37%	15,144 $3.22 Million
Q2 2023 Jul 25, 2023	BUY	$200.75 - $220.28 $118,844 - $130,405	592 Added 4.21%	14,650 $3.23 Million
Q1 2023 Apr 20, 2023	BUY	$189.85 - $210.01 $190,609 - $210,850	1,004 Added 7.69%	14,058 $2.87 Million
Q4 2022 Jan 20, 2023	BUY	$179.3 - $204.18 $188,085 - $214,184	1,049 Added 8.74%	13,054 $0
Q3 2022 Nov 03, 2022	BUY	$179.47 - $216.24 $115,040 - $138,609	641 Added 5.64%	12,005 $2.16 Million
Q2 2022 Jul 19, 2022	BUY	$183.02 - $230.52 $467,433 - $588,748	2,554 Added 28.99%	11,364 $2.14 Million
Q1 2022 Apr 29, 2022	BUY	$209.9 - $242.97 $765,505 - $886,111	3,647 Added 70.64%	8,810 $2.02 Million
Q4 2021 Feb 10, 2022	BUY	$221.73 - $242.96 $1.14 Million - $1.25 Million	5,163 New	5,163 $1.25 Million

Others Institutions Holding VTI

# of Institutions

3,045

Shares Held

453M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Vanguard Total Stock Market Et Transaction History