Circle Wealth Management, LLC's ownership history for VTI

Circle Wealth Management, LLC currently holds 258.5K shares with a market value of $86.7M. 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 $86.7M on 2025-12-31. At its lowest, it held 258.5K shares on 2025-12-31, with a value of $75.3M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 2.5K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 24.0K.