Beam Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,564 shares of VTI stock, worth $3.06 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

10,564

Previous 10,615 0.48%

Holding current value

$3.06 Million

Previous $3.08 Million 5.62%

% of portfolio

1.01%

Previous 1.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$271.18 - $303.12 $13,830 - $15,459	-51 Reduced 0.48%	10,564 $2.9 Million
Q4 2024 Feb 06, 2025	SELL	$280.04 - $302.45 $43,966 - $47,484	-157 Reduced 1.46%	10,615 $3.08 Million
Q3 2024 Nov 04, 2024	BUY	$255.18 - $283.2 $7,400 - $8,212	29 Added 0.27%	10,772 $3.05 Million
Q2 2024 Aug 07, 2024	SELL	$245.23 - $269.4 $17,901 - $19,666	-73 Reduced 0.67%	10,743 $2.87 Million
Q1 2024 Apr 30, 2024	SELL	$232.77 - $260.14 $455,530 - $509,093	-1,957 Reduced 15.32%	10,816 $2.81 Million
Q4 2023 Jan 30, 2024	SELL	$203.12 - $238.25 $81,654 - $95,776	-402 Reduced 3.05%	12,773 $3.03 Million
Q3 2023 Oct 26, 2023	SELL	$211.41 - $228.35 $175,258 - $189,302	-829 Reduced 5.92%	13,175 $2.8 Million
Q2 2023 Jul 26, 2023	SELL	$200.75 - $220.28 $215,003 - $235,919	-1,071 Reduced 7.1%	14,004 $3.08 Million
Q1 2023 Apr 26, 2023	BUY	$189.85 - $210.01 $1,139 - $1,260	6 Added 0.04%	15,075 $3.08 Million
Q4 2022 Jan 20, 2023	SELL	$179.3 - $204.18 $209,063 - $238,073	-1,166 Reduced 7.18%	15,069 $0
Q3 2022 Oct 20, 2022	BUY	$179.47 - $216.24 $52,584 - $63,358	293 Added 1.84%	16,235 $2.91 Million
Q2 2022 Aug 01, 2022	BUY	$183.02 - $230.52 $1.15 Million - $1.44 Million	6,260 Added 64.66%	15,942 $3.01 Million
Q1 2022 Apr 26, 2022	SELL	$209.9 - $242.97 $7,766 - $8,989	-37 Reduced 0.38%	9,682 $2.2 Million
Q4 2021 Jan 14, 2022	SELL	$221.73 - $242.96 $172,949 - $189,508	-780 Reduced 7.43%	9,719 $2.35 Million
Q3 2021 Oct 14, 2021	BUY	$219.23 - $234.37 $143,595 - $153,512	655 Added 6.65%	10,499 $2.33 Million
Q2 2021 Jul 13, 2021	SELL	$209.28 - $222.82 $44,785 - $47,683	-214 Reduced 2.13%	9,844 $2.19 Million
Q1 2021 May 17, 2021	BUY	$191.87 - $208.85 $163,473 - $177,940	852 Added 9.25%	10,058 $2.08 Million
Q4 2020 Jan 26, 2021	BUY	$166.99 - $194.64 $68,298 - $79,607	409 Added 4.65%	9,206 $1.79 Million
Q3 2020 Oct 07, 2020	BUY	$157.44 - $181.24 $126,424 - $145,535	803 Added 10.05%	8,797 $1.5 Million
Q2 2020 Jul 07, 2020	SELL	$122.96 - $164.1 $25,206 - $33,640	-205 Reduced 2.5%	7,994 $1.28 Million
Q1 2020 Apr 08, 2020	SELL	$111.91 - $172.17 $71,398 - $109,844	-638 Reduced 7.22%	8,199 $1.06 Million
Q4 2019 Feb 14, 2020	BUY	$146.61 - $164.29 $1.3 Million - $1.45 Million	8,837 New	8,837 $1.45 Million

Others Institutions Holding VTI

# of Institutions

3,447

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

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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Beam Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History