Luminvest Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Luminvest Wealth Management LLC

  • $248 Billion
  • Q4 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 248,796 shares of VTI stock, worth $74.1 Million. This represents 29.11% of its overall portfolio holdings.

Number of Shares
248,796
Previous 234,512 6.09%
Holding current value
$74.1 Million
Previous $66.9 Billion 7.71%
% of portfolio
29.11%
Previous 27.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$280.04 - $302.45 $4 Million - $4.32 Million
14,284 Added 6.09%
248,796 $72.1 Billion
Q3 2024

Oct 30, 2024
BUY
$255.18 - $283.2 $2.7 Million - $3 Million
10,593 Added 4.73%
234,512 $66.9 Billion
Q2 2024

Oct 30, 2024
BUY
$245.23 - $269.4 $13.5 Million - $14.8 Million
55,089 Added 32.63%
223,919 $60.2 Billion
Q1 2024

Oct 30, 2024
BUY
$232.77 - $260.14 $936,433 - $1.05 Million
4,023 Added 2.44%
168,830 $46.3 Billion
Q4 2023

Oct 30, 2024
BUY
$203.12 - $238.25 $33.5 Million - $39.3 Million
164,807 New
164,807 $44.1 Billion

Others Institutions Holding VTI

# of Institutions
3,202
Shares Held
454M
Call Options Held
1.8M
Put Options Held
611K
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 Luminvest Wealth Management LLC Portfolio

Follow Luminvest Wealth Management 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 Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luminvest Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email