A detailed history of Ae Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ae Wealth Management LLC holds 45,108 shares of VTI stock, worth $13.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
45,108
Previous 44,924 0.41%
Holding current value
$13.5 Million
Previous $12 Million 6.28%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$255.18 - $283.2 $46,953 - $52,108
184 Added 0.41%
45,108 $12.8 Million
Q2 2024

Aug 12, 2024

BUY
$245.23 - $269.4 $2.27 Million - $2.49 Million
9,239 Added 25.89%
44,924 $12 Million
Q1 2024

May 15, 2024

SELL
$232.77 - $260.14 $112 Million - $125 Million
-480,569 Reduced 93.09%
35,685 $9.27 Million
Q4 2023

Feb 14, 2024

SELL
$203.12 - $238.25 $453,566 - $532,012
-2,233 Reduced 0.43%
516,254 $122 Million
Q3 2023

Oct 11, 2023

BUY
$211.41 - $228.35 $11.8 Million - $12.7 Million
55,607 Added 12.01%
518,487 $110 Million
Q2 2023

Jul 10, 2023

BUY
$200.75 - $220.28 $34.3 Million - $37.6 Million
170,857 Added 58.51%
462,880 $102 Million
Q1 2023

Apr 14, 2023

BUY
$189.85 - $210.01 $14.7 Million - $16.2 Million
77,212 Added 35.94%
292,023 $59.6 Million
Q4 2022

Jan 31, 2023

SELL
$179.3 - $204.18 $9.12 Million - $10.4 Million
-50,862 Reduced 19.14%
214,811 $41.1 Million
Q3 2022

Oct 25, 2022

SELL
$179.47 - $216.24 $14.5 Million - $17.5 Million
-80,886 Reduced 23.34%
265,673 $47.7 Million
Q2 2022

Aug 03, 2022

BUY
$183.02 - $230.52 $23.4 Million - $29.5 Million
128,037 Added 58.59%
346,559 $65.4 Million
Q1 2022

Apr 18, 2022

SELL
$209.9 - $242.97 $12.2 Million - $14.1 Million
-57,973 Reduced 20.97%
218,522 $49.8 Million
Q4 2021

Jan 20, 2022

BUY
$221.73 - $242.96 $7.68 Million - $8.42 Million
34,638 Added 14.32%
276,495 $66.8 Million
Q3 2021

Nov 01, 2021

BUY
$219.23 - $234.37 $17.7 Million - $18.9 Million
80,852 Added 50.22%
241,857 $53.7 Million
Q2 2021

Jul 21, 2021

BUY
$209.28 - $222.82 $4.5 Million - $4.79 Million
21,480 Added 15.4%
161,005 $35.9 Million
Q1 2021

Apr 27, 2021

SELL
$191.87 - $208.85 $19.6 Million - $21.3 Million
-102,087 Reduced 42.25%
139,525 $28.8 Million
Q4 2020

Feb 01, 2021

BUY
$166.99 - $194.64 $20.1 Million - $23.4 Million
120,248 Added 99.08%
241,612 $47 Million
Q3 2020

Nov 06, 2020

SELL
$157.44 - $181.24 $3.47 Million - $3.99 Million
-22,025 Reduced 15.36%
121,364 $20.7 Million
Q2 2020

Aug 05, 2020

BUY
$122.96 - $164.1 $7.85 Million - $10.5 Million
63,829 Added 80.23%
143,389 $22.4 Million
Q1 2020

May 07, 2020

SELL
$111.91 - $172.17 $2.68 Million - $4.12 Million
-23,932 Reduced 23.12%
79,560 $10.3 Million
Q4 2019

Jan 15, 2020

BUY
$146.61 - $164.29 $2.02 Million - $2.26 Million
13,780 Added 15.36%
103,492 $16.9 Million
Q3 2019

Nov 05, 2019

BUY
$150.3 - $153.62 $1.27 Million - $1.3 Million
8,452 Added 10.4%
89,712 $13.5 Million
Q2 2019

Jul 22, 2019

BUY
N/A
34,605 Added 74.17%
81,260 $12.2 Million
Q1 2019

May 14, 2019

BUY
N/A
16,557 Added 55.01%
46,655 $6.75 Million
Q4 2018

Feb 15, 2019

SELL
N/A
-35,957 Reduced 54.43%
30,098 $3.84 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-461 Reduced 0.69%
66,055 $9.89 Million
Q2 2018

Aug 15, 2018

BUY
N/A
1,839 Added 2.84%
66,516 $9.34 Million
Q1 2018

May 14, 2018

BUY
N/A
2,488 Added 4.0%
64,677 $8.78 Million
Q4 2017

Feb 06, 2018

BUY
N/A
26,906 Added 76.26%
62,189 $8.54 Million
Q3 2017

Nov 08, 2017

BUY
N/A
10,856 Added 44.44%
35,283 $4.57 Million
Q2 2017

Aug 14, 2017

BUY
N/A
24,427
24,427 $3.04 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.