4 J Wealth Management LLC Vanguard Total Stock Market Et Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,026 shares of VTI stock, worth $604,963. This represents 0.56% of its overall portfolio holdings.

Number of Shares

2,026

Previous 2,036 0.49%

Holding current value

$604,963

Previous $576,000 1.91%

% of portfolio

0.56%

Previous 0.51%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$280.04 - $302.45 $2,800 - $3,024	-10 Reduced 0.49%	2,026 $587,000
Q3 2024 Oct 31, 2024	SELL	$255.18 - $283.2 $36,745 - $40,780	-144 Reduced 6.61%	2,036 $576,000
Q2 2024 Jul 17, 2024	BUY	$245.23 - $269.4 $7,847 - $8,620	32 Added 1.49%	2,180 $583,000
Q1 2024 Apr 22, 2024	SELL	$232.77 - $260.14 $16,992 - $18,990	-73 Reduced 3.29%	2,148 $558,000
Q4 2023 Jan 22, 2024	SELL	$203.12 - $238.25 $11,374 - $13,342	-56 Reduced 2.46%	2,221 $526,000
Q3 2023 Oct 24, 2023	SELL	$211.41 - $228.35 $6,765 - $7,307	-32 Reduced 1.39%	2,277 $483,000
Q2 2023 Jul 14, 2023	SELL	$200.75 - $220.28 $4,015 - $4,405	-20 Reduced 0.86%	2,309 $508,000
Q1 2023 Apr 21, 2023	SELL	$189.85 - $210.01 $1,708 - $1,890	-9 Reduced 0.38%	2,329 $475,000
Q4 2022 Jan 17, 2023	SELL	$179.3 - $204.18 $19,723 - $22,459	-110 Reduced 4.49%	2,338 $0
Q3 2022 Oct 27, 2022	BUY	$179.47 - $216.24 $439,342 - $529,355	2,448 New	2,448 $439,000
Q2 2022 Aug 01, 2022	BUY	$183.02 - $230.52 $732 - $922	4 Added 0.16%	2,429 $458,000
Q1 2022 Apr 28, 2022	BUY	$209.9 - $242.97 $16,162 - $18,708	77 Added 3.28%	2,425 $552,000
Q4 2021 Jan 20, 2022	BUY	$221.73 - $242.96 $17,738 - $19,436	80 Added 3.53%	2,348 $567,000
Q1 2021 Apr 13, 2021	SELL	$191.87 - $208.85 $1,918 - $2,088	-10 Reduced 0.44%	2,268 $469,000
Q4 2020 Jan 15, 2021	BUY	$166.99 - $194.64 $380,403 - $443,389	2,278 New	2,278 $443,000

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

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.

Account

4 J Wealth Management LLC Vanguard Total Stock Market Et Transaction History