Cassaday & CO Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 8,119 shares of VTI stock, worth $2.42 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,119
Previous 7,632 6.38%
Holding current value
$2.42 Million
Previous $2.04 Million 12.59%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$255.18 - $283.2 $124,272 - $137,918
487 Added 6.38%
8,119 $2.3 Million
Q2 2024

Jul 30, 2024
BUY
$245.23 - $269.4 $868,849 - $954,484
3,543 Added 86.65%
7,632 $2.04 Million
Q1 2024

May 08, 2024
SELL
$232.77 - $260.14 $93,806 - $104,836
-403 Reduced 8.97%
4,089 $1.06 Million
Q4 2023

Feb 09, 2024
BUY
$203.12 - $238.25 $123,903 - $145,332
610 Added 15.71%
4,492 $1.07 Million
Q3 2023

Nov 06, 2023
SELL
$211.41 - $228.35 $218,809 - $236,342
-1,035 Reduced 21.05%
3,882 $824,000
Q2 2023

Aug 07, 2023
SELL
$200.75 - $220.28 $239,093 - $262,353
-1,191 Reduced 19.5%
4,917 $1.08 Million
Q1 2023

May 03, 2023
BUY
$189.85 - $210.01 $310,784 - $343,786
1,637 Added 36.61%
6,108 $1.25 Million
Q4 2022

Feb 07, 2023
BUY
$179.3 - $204.18 $801,650 - $912,888
4,471 New
4,471 $0

Others Institutions Holding VTI

# of Institutions
3,140
Shares Held
475M
Call Options Held
1.8M
Put Options Held
620K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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