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

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 1,040 shares of VTI stock, worth $343,054. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,040
Previous 1,040 -0.0%
Holding current value
$343,054
Previous $316,000 7.91%
% of portfolio
0.22%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Oct 29, 2025
BUY
$271.18 - $303.12 $282,027 - $315,244
1,040 New
1,040 $285,000
Q4 2023

Apr 22, 2024
BUY
$203.12 - $238.25 $211,244 - $247,780
1,040 New
1,040 $247 Million
Q4 2023

Jan 16, 2024
BUY
$203.12 - $238.25 $211,244 - $247,780
1,040 New
1,040 $247,000

Others Institutions Holding VTI

# of Institutions
3,640
Shares Held
537M
Call Options Held
1.6M
Put Options Held
734K
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 Invera Wealth Advisors, LLC Portfolio

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

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email