Circle Wealth Management, LLC's ownership history for VTI

Circle Wealth Management, LLC currently holds 259.5K shares with a market value of $85.2M. It started holding VTI on 2024-09-30. At its peak, it held 282.4K shares on 2024-12-31. Its highest holding value was $85.2M on 2025-09-30. At its lowest, it held 259.5K shares on 2025-09-30, with a value of $75.3M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 14.3K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 21.3K.