True Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,372 shares of VTI stock, worth $402,380. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,372
Previous 1,369 0.22%
Holding current value
$402,380
Previous $366,000 6.01%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 29, 2024
BUY
$255.18 - $283.2 $765 - $849
3 Added 0.22%
1,372 $388,000
Q2 2024

Jul 24, 2024
BUY
$245.23 - $269.4 $70,626 - $77,587
288 Added 26.64%
1,369 $366,000
Q1 2024

Apr 23, 2024
SELL
$232.77 - $260.14 $8,612 - $9,625
-37 Reduced 3.31%
1,081 $280,000
Q4 2023

Feb 08, 2024
BUY
$203.12 - $238.25 $227,088 - $266,363
1,118 New
1,118 $265,000

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

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email