Montz Harcus Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Montz Harcus Wealth Management LLC

$176 Million
Q4 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 1,185 shares of VTI stock, worth $328,233. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,185

Previous 1,181 0.34%

Holding current value

$328,233

Previous $334,000 2.69%

% of portfolio

0.19%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$280.04 - $302.45 $1,120 - $1,209	4 Added 0.34%	1,185 $343,000
Q3 2024 Oct 24, 2024	BUY	$255.18 - $283.2 $255 - $283	1 Added 0.08%	1,181 $334,000
Q2 2024 Jul 19, 2024	BUY	$245.23 - $269.4 $47,329 - $51,994	193 Added 19.55%	1,180 $315,000
Q1 2024 May 07, 2024	BUY	$232.77 - $260.14 $232 - $260	1 Added 0.1%	987 $256,000
Q4 2023 Jan 22, 2024	BUY	$203.12 - $238.25 $406 - $476	2 Added 0.2%	986 $233,000
Q3 2023 Nov 14, 2023	BUY	$211.41 - $228.35 $422 - $456	2 Added 0.2%	984 $209,000
Q2 2023 Jul 21, 2023	BUY	$200.75 - $220.28 $200 - $220	1 Added 0.1%	982 $216,000
Q1 2023 Apr 25, 2023	BUY	$189.85 - $210.01 $186,242 - $206,019	981 New	981 $200,000

Others Institutions Holding VTI

# of Institutions

3,380

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Montz Harcus Wealth Management LLC Vanguard Total Stock Market Et Transaction History