Core Wealth Management, Inc.'s ownership history for VTI

Core Wealth Management, Inc. currently holds 667 shares with a market value of $218.9K. It started holding VTI on 2024-09-30. At its peak, it held 2.1K shares on 2024-09-30. Its highest holding value was $571.5K on 2024-12-31. At its lowest, it held 667 shares on 2025-09-30, with a value of $205.5K on 2025-06-30. In the recent 180 days, Core Wealth Management, Inc. has decreased its shares by 1.3K. In the recent year, Core Wealth Management, Inc. has decreased its shares by 1.4K.