Zrc Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 8,551 shares of VTI stock, worth $2.58 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

8,551

Previous 8,783 2.64%

Holding current value

$2.58 Million

Previous $2.49 Billion 0.36%

% of portfolio

1.05%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$280.04 - $302.45 $64,969 - $70,168	-232 Reduced 2.64%	8,551 $2.48 Billion
Q3 2024 Oct 04, 2024	SELL	$255.18 - $283.2 $12,759 - $14,160	-50 Reduced 0.57%	8,783 $2.49 Billion
Q2 2024 Jul 08, 2024	SELL	$245.23 - $269.4 $72,097 - $79,203	-294 Reduced 3.22%	8,833 $2.36 Billion
Q1 2024 Apr 19, 2024	BUY	$232.77 - $260.14 $182,026 - $203,429	782 Added 9.37%	9,127 $2.36 Billion
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $128,114 - $138,380	606 Added 7.83%	8,345 $1.77 Billion
Q2 2023 Jul 06, 2023	SELL	$200.75 - $220.28 $178,266 - $195,608	-888 Reduced 10.29%	7,739 $1.83 Billion
Q1 2023 May 04, 2023	BUY	$189.85 - $210.01 $1.64 Million - $1.81 Million	8,627 New	8,627 $1.76 Billion

Others Institutions Holding VTI

# of Institutions

3,356

Shares Held

460M

Call Options Held

1.31M

Put Options Held

1.13M

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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Account

Zrc Wealth Management, LLC Vanguard Total Stock Market Et Transaction History