Monument Group Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Monument Group Wealth Advisors, LLC

$166 Billion
Q3 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 57,119 shares of VTI stock, worth $17 Million. This represents 9.72% of its overall portfolio holdings.

Number of Shares

57,119

Previous 58,151 1.77%

Holding current value

$17 Million

Previous $15.6 Billion 3.97%

% of portfolio

9.72%

Previous 10.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$255.18 - $283.2 $263,345 - $292,262	-1,032 Reduced 1.77%	57,119 $16.2 Billion
Q2 2024 Aug 06, 2024	SELL	$245.23 - $269.4 $109,372 - $120,152	-446 Reduced 0.76%	58,151 $15.6 Billion
Q1 2024 May 07, 2024	SELL	$232.77 - $260.14 $1.63 Million - $1.82 Million	-6,994 Reduced 10.66%	58,597 $15.2 Billion
Q4 2023 Feb 01, 2024	BUY	$203.12 - $238.25 $13.3 Million - $15.6 Million	65,591 New	65,591 $15.6 Billion

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Account

Monument Group Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History