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 1,181 shares of VTI stock, worth $337,234. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,181
Previous 1,180 0.08%
Holding current value
$337,234
Previous $315,000 6.03%
% of portfolio
0.2%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD TOTAL STOCK MARKET ET


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