Kellett Schaffner Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 1,362 shares of VTI stock, worth $405,876. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,362
Previous 1,362
-0.0%
Holding current value
$405,876
Previous $385,000
2.34%
% of portfolio
0.35%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding VTI
# of Institutions
3,223Shares Held
458MCall Options Held
1.39MPut Options Held
611K-
Vanguard Group Inc Valley Forge, PA50.8MShares$15.1 Billion0.26% of portfolio
-
Betterment LLC New York, NY27.7MShares$8.24 Billion18.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$3.87 Billion1.69% of portfolio
-
Morgan Stanley New York, NY12.6MShares$3.76 Billion0.26% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$3.75 Billion0.3% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity