Big Sur Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,053 shares of VTI stock, worth $1.22 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,053
Previous 4,053 -0.0%
Holding current value
$1.22 Million
Previous $1.15 Million 2.35%
% of portfolio
0.34%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
BUY
$203.12 - $238.25 $812 - $953
4 Added 0.1%
4,053 $961,000
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $634 - $685
3 Added 0.07%
4,049 $860,000
Q2 2023

Aug 14, 2023
BUY
$200.75 - $220.28 $803 - $881
4 Added 0.1%
4,046 $891,000
Q1 2023

May 12, 2023
BUY
$189.85 - $210.01 $569 - $630
3 Added 0.07%
4,042 $824,000
Q4 2022

Feb 09, 2023
BUY
$179.3 - $204.18 $896 - $1,020
5 Added 0.12%
4,039 $772,000
Q3 2022

Nov 08, 2022
BUY
$179.47 - $216.24 $723,981 - $872,312
4,034 New
4,034 $724,000

Others Institutions Holding VTI

# of Institutions
3,177
Shares Held
481M
Call Options Held
1.8M
Put Options Held
620K
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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