Kapstone Financial Advisors LLC Vanguard Total Stock Market Et Transaction History

Kapstone Financial Advisors LLC

  • $187 Billion
  • Q4 2024

A detailed history of Kapstone Financial Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 845 shares of VTI stock, worth $250,052. This represents 0.13% of its overall portfolio holdings.

Number of Shares
845
Previous 845 -0.0%
Holding current value
$250,052
Previous $238 Million 5.79%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$232.77 - $260.14 $18,621 - $20,811
-80 Reduced 8.65%
845 $220 Million
Q4 2023

Feb 05, 2024
BUY
$203.12 - $238.25 $187,886 - $220,381
925 New
925 $224 Million
Q2 2023

Aug 08, 2023
SELL
$200.75 - $220.28 $10,037 - $11,014
-50 Reduced 5.13%
925 $211 Million
Q4 2022

Feb 15, 2023
BUY
$179.3 - $204.18 $174,817 - $199,075
975 New
975 $205 Million

Others Institutions Holding VTI

# of Institutions
3,356
Shares Held
460M
Call Options Held
1.31M
Put Options Held
1.13M
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 Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email