Boston Standard Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 663,328 shares of VTI stock, worth $199 Million. This represents 36.57% of its overall portfolio holdings.

Number of Shares

663,328

Previous 642,752 3.2%

Holding current value

$199 Million

Previous $172 Billion 9.24%

% of portfolio

36.57%

Previous 37.8%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$255.18 - $283.2 $5.25 Million - $5.83 Million	20,576 Added 3.2%	663,328 $188 Billion
Q2 2024 Jul 10, 2024	BUY	$245.23 - $269.4 $1.24 Million - $1.36 Million	5,063 Added 0.79%	642,752 $172 Billion
Q1 2024 Apr 11, 2024	BUY	$232.77 - $260.14 $12,569 - $14,047	54 Added 0.01%	637,689 $166 Billion
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $2.37 Million - $2.56 Million	11,231 Added 1.79%	637,635 $135 Billion
Q2 2023 Jul 06, 2023	BUY	$200.75 - $220.28 $4.69 Million - $5.14 Million	23,344 Added 3.87%	626,404 $138 Billion
Q1 2023 Apr 04, 2023	SELL	$189.85 - $210.01 $542,971 - $600,628	-2,860 Reduced 0.47%	603,060 $123 Billion
Q4 2022 Jan 10, 2023	BUY	$179.3 - $204.18 $8.81 Million - $10 Million	49,163 Added 8.83%	605,920 $116 Billion
Q3 2022 Oct 13, 2022	BUY	$179.47 - $216.24 $3.39 Million - $4.08 Million	18,891 Added 3.51%	556,757 $99.9 Billion
Q2 2022 Jul 12, 2022	BUY	$183.02 - $230.52 $1.21 Million - $1.52 Million	6,594 Added 1.24%	537,866 $103 Billion
Q1 2022 Apr 12, 2022	BUY	$209.9 - $242.97 $2.1 Million - $2.43 Million	9,997 Added 1.92%	531,272 $121 Billion
Q4 2021 Jan 18, 2022	BUY	$221.73 - $242.96 $328,382 - $359,823	1,481 Added 0.28%	521,275 $126 Billion
Q3 2021 Oct 07, 2021	BUY	$219.23 - $234.37 $2.21 Million - $2.36 Million	10,069 Added 1.98%	519,794 $115 Billion
Q2 2021 Jul 13, 2021	BUY	$209.28 - $222.82 $5.62 Million - $5.98 Million	26,838 Added 5.56%	509,725 $114 Billion
Q1 2021 Apr 19, 2021	BUY	$191.87 - $208.85 $20.6 Million - $22.4 Million	107,338 Added 28.58%	482,887 $0
Q4 2020 Jan 12, 2021	BUY	$166.99 - $194.64 $35.8 Million - $41.7 Million	214,470 Added 133.15%	375,549 $73.1 Billion
Q3 2020 Oct 20, 2020	BUY	$157.44 - $181.24 $7.03 Million - $8.1 Million	44,666 Added 38.37%	161,079 $0
Q2 2020 Jul 06, 2020	BUY	$122.96 - $164.1 $555,410 - $741,239	4,517 Added 4.04%	116,413 $18.2 Billion
Q1 2020 Apr 13, 2020	BUY	$111.91 - $172.17 $331,925 - $510,656	2,966 Added 2.72%	111,896 $13.8 Billion
Q4 2019 Jan 06, 2020	BUY	$146.61 - $164.29 $216,836 - $242,984	1,479 Added 1.38%	108,930 $17.8 Billion
Q3 2019 Oct 08, 2019	BUY	$150.3 - $153.62 $25,851 - $26,422	172 Added 0.16%	107,451 $16.2 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	1,476 Added 1.4%	107,279 $16.3 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	165 Added 0.16%	105,803 $15.5 Billion
Q4 2018 Jan 10, 2019	SELL	N/A	-1,722 Reduced 1.6%	105,638 $0
Q3 2018 Oct 03, 2018	SELL	N/A	-10,074 Reduced 8.58%	107,360 $16.1 Billion
Q1 2018 Apr 10, 2018	BUY	N/A	280 Added 0.24%	117,434 $15.9 Billion
Q4 2017 Jan 09, 2018	SELL	N/A	-293,775 Reduced 71.49%	117,154 $16.1 Billion
Q3 2017 Oct 12, 2017	BUY	N/A	410,929	410,929 $53.2 Billion

Others Institutions Holding VTI

# of Institutions

3,045

Shares Held

454M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Account

Boston Standard Wealth Management, LLC Vanguard Total Stock Market Et Transaction History