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

Forza Wealth Management, LLC

$194 Billion
Q2 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 4,771 shares of VTI stock, worth $1.29 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

4,771

Previous 4,461 6.95%

Holding current value

$1.29 Million

Previous $1.16 Billion 10.08%

% of portfolio

0.66%

Previous 0.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$187.53 - $204.18 $929,961 - $1.01 Million	4,959 New	4,959 $948 Million

Others Institutions Holding VTI

# of Institutions

2,866

Shares Held

457M

Call Options Held

824K

Put Options Held

439K

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