Palo Alto Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Palo Alto Wealth Advisors, LLC

  • $285 Billion
  • Q4 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,395 shares of VTI stock, worth $383,680. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,395
Previous 971 43.67%
Holding current value
$383,680
Previous $280 Million 44.53%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Feb 14, 2025
BUY
$280.04 - $302.45 $118,736 - $128,238
424 Added 43.67%
1,395 $404 Million
Q3 2024

Nov 06, 2024
BUY
$255.18 - $283.2 $38,021 - $42,196
149 Added 18.13%
971 $280 Million
Q1 2024

Apr 30, 2024
BUY
$232.77 - $260.14 $191,336 - $213,835
822 New
822 $214 Million

Others Institutions Holding VTI

# of Institutions
3,379
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
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
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