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

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024

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 10,615 shares of VTI stock, worth $3.16 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
10,615
Previous 10,772 1.46%
Holding current value
$3.16 Million
Previous $3.05 Million 0.85%
% of portfolio
1.0%
Previous 0.94%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,202
Shares Held
454M
Call Options Held
1.8M
Put Options Held
611K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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