Summit Place Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Summit Place Financial Advisors, LLC

  • $170 Million
  • Q3 2024

A detailed history of Summit Place Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 725 shares of VTI stock, worth $214,969. This represents 0.12% of its overall portfolio holdings.

Number of Shares
725
Holding current value
$214,969
% of portfolio
0.12%

Shares

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

Oct 24, 2024
BUY
$255.18 - $283.2 $185,005 - $205,320
725 New
725 $205,000
Q1 2024

Apr 30, 2024
SELL
$232.77 - $260.14 $34,682 - $38,760
-149 Reduced 12.64%
1,030 $267,000
Q4 2023

Feb 07, 2024
SELL
$203.12 - $238.25 $66,014 - $77,431
-325 Reduced 21.61%
1,179 $279,000
Q3 2023

Nov 08, 2023
BUY
$211.41 - $228.35 $14,164 - $15,299
67 Added 4.66%
1,504 $319,000
Q2 2023

Aug 04, 2023
SELL
$200.75 - $220.28 $36,938 - $40,531
-184 Reduced 11.35%
1,437 $316,000
Q1 2023

Apr 28, 2023
BUY
$189.85 - $210.01 $307,746 - $340,426
1,621 New
1,621 $330,000

Others Institutions Holding VTI

# of Institutions
3,042
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
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