Forza Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Forza Wealth Management, LLC

$218 Billion
Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Forza Wealth Management, LLC holds 8,907 shares of VTI stock, worth $2.61 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

8,907

Previous 4,771 86.69%

Holding current value

$2.61 Million

Previous $1.28 Billion 97.61%

% of portfolio

1.16%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$255.18 - $283.2 $1.06 Million - $1.17 Million	4,136 Added 86.69%	8,907 $2.52 Billion
Q2 2024 Jul 17, 2024	BUY	$245.23 - $269.4 $76,021 - $83,514	310 Added 6.95%	4,771 $1.28 Billion
Q1 2024 Apr 22, 2024	SELL	$232.77 - $260.14 $116,385 - $130,070	-500 Reduced 10.08%	4,461 $1.16 Billion
Q4 2023 Jan 24, 2024	SELL	$203.12 - $238.25 $629,672 - $738,575	-3,100 Reduced 38.46%	4,961 $1.18 Billion
Q1 2023 May 03, 2023	BUY	$189.85 - $210.01 $588,914 - $651,451	3,102 Added 62.55%	8,061 $1.65 Billion
Q4 2022 Feb 06, 2023	BUY	$179.3 - $204.18 $889,148 - $1.01 Million	4,959 New	4,959 $948 Million

Others Institutions Holding VTI

# of Institutions

2,997

Shares Held

461M

Call Options Held

647K

Put Options Held

433K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Forza Wealth Management, LLC Vanguard Total Stock Market Et Transaction History