Burt Wealth Advisors Vanguard Total Stock Market Et Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Burt Wealth Advisors holds 1,338 shares of VTI stock, worth $387,859. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,338

Previous 1,385 3.39%

Holding current value

$387,859

Previous $401,000 8.48%

% of portfolio

0.09%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$271.18 - $303.12 $12,745 - $14,246	-47 Reduced 3.39%	1,338 $367,000
Q2 2024 Jul 16, 2024	SELL	$245.23 - $269.4 $45,612 - $50,108	-186 Reduced 11.84%	1,385 $370,000
Q1 2024 Apr 18, 2024	BUY	$232.77 - $260.14 $43,295 - $48,386	186 Added 13.43%	1,571 $408,000
Q1 2023 Apr 13, 2023	BUY	$189.85 - $210.01 $11,391 - $12,600	60 Added 4.53%	1,385 $282,000
Q4 2022 Jan 17, 2023	BUY	$179.3 - $204.18 $17,930 - $20,418	100 Added 8.16%	1,325 $253,000
Q4 2021 Jan 13, 2022	SELL	$221.73 - $242.96 $70,953 - $77,747	-320 Reduced 20.71%	1,225 $296,000
Q1 2021 Apr 15, 2021	SELL	$191.87 - $208.85 $4,604 - $5,012	-24 Reduced 1.53%	1,545 $319,000
Q3 2020 Nov 10, 2020	BUY	$157.44 - $181.24 $2,204 - $2,537	14 Added 0.9%	1,569 $267,000
Q4 2019 Jan 29, 2020	SELL	$146.61 - $164.29 $18,619 - $20,864	-127 Reduced 7.55%	1,555 $254,000
Q4 2018 Feb 08, 2019	SELL	N/A	-34 Reduced 1.98%	1,682 $215,000
Q4 2017 Jan 30, 2018	SELL	N/A	-1,169 Reduced 40.52%	1,716 $236,000
Q3 2017 Nov 09, 2017	BUY	N/A	2,822 Added 4479.37%	2,885 $374,000
Q2 2017 Aug 07, 2017	BUY	N/A	63	63 $7,000

Others Institutions Holding VTI

# of Institutions

3,450

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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Burt Wealth Advisors Vanguard Total Stock Market Et Transaction History