A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 2,396 shares of VTI stock, worth $698,865. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,396
Previous 2,080 15.19%
Holding current value
$698,865
Previous $441,000 28.8%
% of portfolio
0.22%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$203.12 - $238.25 $64,185 - $75,287
316 Added 15.19%
2,396 $568,000
Q2 2022

Jul 20, 2022

SELL
$183.02 - $230.52 $118,963 - $149,838
-650 Reduced 23.81%
2,080 $392,000
Q1 2022

May 10, 2022

BUY
$209.9 - $242.97 $573,027 - $663,308
2,730 New
2,730 $622,000

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Ledge Wealth Management, Inc. Portfolio

Follow Ledge Wealth Management, Inc. 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 Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.