Aletheian Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Aletheian Wealth Advisors LLC

$183 Million
Q2 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 4,579 shares of VTI stock, worth $1.29 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

4,579

Previous 4,654 1.61%

Holding current value

$1.29 Million

Previous $1.21 Million 1.24%

% of portfolio

0.67%

Previous 0.68%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$245.23 - $269.4 $18,392 - $20,205	-75 Reduced 1.61%	4,579 $1.22 Million
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $100,091 - $111,860	-430 Reduced 8.46%	4,654 $1.21 Million
Q4 2023 Jan 05, 2024	SELL	$203.12 - $238.25 $87,950 - $103,162	-433 Reduced 7.85%	5,084 $1.21 Million
Q3 2023 Oct 04, 2023	SELL	$211.41 - $228.35 $35,094 - $37,906	-166 Reduced 2.92%	5,517 $1.17 Million
Q2 2023 Jul 13, 2023	SELL	$200.75 - $220.28 $38,343 - $42,073	-191 Reduced 3.25%	5,683 $1.25 Million
Q1 2023 May 11, 2023	SELL	$189.85 - $210.01 $458,297 - $506,964	-2,414 Reduced 29.13%	5,874 $1.2 Million
Q4 2022 Jan 17, 2023	SELL	$179.3 - $204.18 $517,997 - $589,876	-2,889 Reduced 25.85%	8,288 $0
Q3 2022 Oct 14, 2022	BUY	$179.47 - $216.24 $251,616 - $303,168	1,402 Added 14.34%	11,177 $2.01 Million
Q2 2022 Jul 11, 2022	SELL	$183.02 - $230.52 $1,464 - $1,844	-8 Reduced 0.08%	9,775 $1.84 Million
Q1 2022 Apr 18, 2022	BUY	$209.9 - $242.97 $2.05 Million - $2.38 Million	9,783 New	9,783 $2.23 Million

Others Institutions Holding VTI

# of Institutions

2,929

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

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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Aletheian Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History