One Charles Private Wealth Services, LLC Vanguard Total Stock Market Et Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 9,869 shares of VTI stock, worth $2.84 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
9,869
Previous 9,599
2.81%
Holding current value
$2.84 Million
Previous $2.72 Million
5.22%
% of portfolio
1.01%
Previous 1.07%
Shares
14 transactions
Others Institutions Holding VTI
# of Institutions
3,369Shares Held
454MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$15.4 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.75 Billion18.8% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.78 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.71 Billion1.57% of portfolio
-
Morgan Stanley New York, NY12.8MShares$3.69 Billion0.27% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity