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

Consilio Wealth Advisors, LLC

  • $242 Million
  • Q3 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 774 shares of VTI stock, worth $225,551. This represents 0.09% of its overall portfolio holdings.

Number of Shares
774
Previous 2,452 68.43%
Holding current value
$225,551
Previous $655,000 66.56%
% of portfolio
0.09%
Previous 0.29%

Shares

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

Oct 07, 2024
SELL
$255.18 - $283.2 $428,192 - $475,209
-1,678 Reduced 68.43%
774 $219,000
Q2 2024

Jul 12, 2024
SELL
$245.23 - $269.4 $3,923 - $4,310
-16 Reduced 0.65%
2,452 $655,000
Q1 2024

Apr 18, 2024
SELL
$232.77 - $260.14 $48,416 - $54,109
-208 Reduced 7.77%
2,468 $641,000
Q4 2023

Jan 11, 2024
BUY
$203.12 - $238.25 $543,549 - $637,557
2,676 New
2,676 $634,000
Q3 2022

Oct 20, 2022
BUY
$179.47 - $216.24 $280,152 - $337,550
1,561 New
1,561 $280,000

Others Institutions Holding VTI

# of Institutions
3,049
Shares Held
454M
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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