Core Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$232.77 - $260.14 $3,026 - $3,381	-13 Reduced 1.81%	704 $182,000
Q3 2023 Nov 13, 2023	SELL	$211.41 - $228.35 $29,597 - $31,969	-140 Reduced 16.34%	717 $152,000
Q2 2023 Aug 14, 2023	SELL	$200.75 - $220.28 $19,272 - $21,146	-96 Reduced 10.07%	857 $188,000
Q1 2023 Apr 27, 2023	SELL	$189.85 - $210.01 $8,922 - $9,870	-47 Reduced 4.7%	953 $194,000
Q3 2022 Nov 10, 2022	BUY	$179.47 - $216.24 $179,470 - $216,240	1,000 New	1,000 $179,000
Q2 2020 Jul 31, 2020	SELL	$122.96 - $164.1 $1,967 - $2,625	-16 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$111.91 - $172.17 $783 - $1,205	-7 Reduced 30.43%	16 $2,000
Q4 2019 Feb 14, 2020	BUY	$146.61 - $164.29 $3,372 - $3,778	23 New	23 $4,000

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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