Hillcrest Wealth Advisors Ny, LLC Vanguard Total Stock Market Et Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $222 Million
  • Q3 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 800 shares of VTI stock, worth $263,888. This represents 0.12% of its overall portfolio holdings.

Number of Shares
800
Previous 900 11.11%
Holding current value
$263,888
Previous $273,000 4.03%
% of portfolio
0.12%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$303.93 - $329.86 $30,393 - $32,986
-100 Reduced 11.11%
800 $262,000
Q3 2024

Oct 17, 2024
SELL
$255.18 - $283.2 $38,277 - $42,480
-150 Reduced 14.29%
900 $254,000
Q2 2024

Jul 18, 2024
SELL
$245.23 - $269.4 $36,784 - $40,410
-150 Reduced 12.5%
1,050 $280,000
Q3 2020

Oct 21, 2020
BUY
$157.44 - $181.24 $188,928 - $217,488
1,200 New
1,200 $204,000
Q4 2019

Jan 30, 2020
SELL
$146.61 - $164.29 $308,027 - $345,173
-2,101 Closed
0 $0
Q2 2019

Aug 06, 2019
SELL
N/A
-300 Reduced 12.49%
2,101 $315,000
Q4 2018

Feb 08, 2019
BUY
N/A
2,401 New
2,401 $306,000

Others Institutions Holding VTI

# of Institutions
3,636
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
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 Hillcrest Wealth Advisors Ny, LLC Portfolio

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

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email