Holistic Planning, LLC Vanguard Total Stock Market Et Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Holistic Planning, LLC holds 3,299 shares of VTI stock, worth $978,186. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,299
Previous 1,961 68.23%
Holding current value
$978,186
Previous $510 Million 83.33%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Nov 01, 2024
BUY
$255.18 - $283.2 $341,430 - $378,921
1,338 Added 68.23%
3,299 $934 Million
Q1 2024

May 01, 2024
BUY
$232.77 - $260.14 $14,431 - $16,128
62 Added 3.26%
1,961 $510 Million
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $385,724 - $452,436
1,899 New
1,899 $451 Million

Others Institutions Holding VTI

# of Institutions
3,042
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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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