Aries Wealth Management Vanguard Total Stock Market Et Transaction History

Aries Wealth Management

$359 Million
Q3 2024

A detailed history of Aries Wealth Management transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Aries Wealth Management holds 10,688 shares of VTI stock, worth $3.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

10,688

Previous 5,384 98.51%

Holding current value

$3.2 Million

Previous $1.44 Million 110.14%

% of portfolio

0.84%

Previous 0.46%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$255.18 - $283.2 $1.35 Million - $1.5 Million	5,304 Added 98.51%	10,688 $3.03 Million
Q2 2024 Jul 25, 2024	BUY	$245.23 - $269.4 $96,130 - $105,604	392 Added 7.85%	5,384 $1.44 Million
Q1 2024 May 02, 2024	BUY	$232.77 - $260.14 $131,049 - $146,458	563 Added 12.71%	4,992 $1.3 Million
Q4 2023 Jan 10, 2024	BUY	$203.12 - $238.25 $29,249 - $34,308	144 Added 3.36%	4,429 $1.05 Million
Q3 2023 Oct 19, 2023	BUY	$211.41 - $228.35 $230,859 - $249,358	1,092 Added 34.2%	4,285 $910,000
Q2 2023 Jul 13, 2023	BUY	$200.75 - $220.28 $20,075 - $22,028	100 Added 3.23%	3,193 $703,000
Q1 2023 Apr 11, 2023	SELL	$189.85 - $210.01 $28,477 - $31,501	-150 Reduced 4.63%	3,093 $631,000
Q4 2022 Jan 18, 2023	BUY	$179.3 - $204.18 $19,902 - $22,663	111 Added 3.54%	3,243 $0
Q3 2022 Nov 02, 2022	BUY	$179.47 - $216.24 $24,048 - $28,976	134 Added 4.47%	3,132 $608,000
Q2 2022 Jul 27, 2022	BUY	$183.02 - $230.52 $548,693 - $691,098	2,998 New	2,998 $565,000
Q1 2022 Apr 25, 2022	SELL	$209.9 - $242.97 $515,514 - $596,734	-2,456 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$221.73 - $242.96 $3.27 Million - $3.58 Million	-14,736 Reduced 85.71%	2,456 $593,000
Q4 2021 Jan 18, 2022	BUY	$221.73 - $242.96 $3.31 Million - $3.62 Million	14,915 Added 655.03%	17,192 $4.15 Million
Q3 2021 Oct 13, 2021	BUY	$219.23 - $234.37 $67,742 - $72,420	309 Added 15.7%	2,277 $506,000
Q2 2021 Jul 14, 2021	SELL	$209.28 - $222.82 $61,737 - $65,731	-295 Reduced 13.04%	1,968 $439,000
Q1 2021 Apr 20, 2021	SELL	$191.87 - $208.85 $4,221 - $4,594	-22 Reduced 0.96%	2,263 $485,000
Q4 2020 Jan 22, 2021	BUY	$166.99 - $194.64 $3,005 - $3,503	18 Added 0.79%	2,285 $455,000
Q3 2020 Oct 14, 2020	SELL	$157.44 - $181.24 $11,808 - $13,593	-75 Reduced 3.2%	2,267 $386,000
Q1 2020 Apr 09, 2020	BUY	$111.91 - $172.17 $123,660 - $190,247	1,105 Added 89.33%	2,342 $294,000
Q4 2019 Jan 13, 2020	BUY	$146.61 - $164.29 $181,356 - $203,226	1,237 New	1,237 $203,000

Others Institutions Holding VTI

# of Institutions

3,043

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

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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Aries Wealth Management Vanguard Total Stock Market Et Transaction History