Bwm Planning, LLC Vanguard Total Stock Market Et Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Bwm Planning, LLC holds 80,527 shares of VTI stock, worth $23.3 Million. This represents 9.37% of its overall portfolio holdings.

Number of Shares
80,527
Previous 70,031 14.99%
Holding current value
$23.3 Million
Previous $20.3 Billion 9.05%
% of portfolio
9.37%
Previous 8.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$271.18 - $303.12 $2.85 Million - $3.18 Million
10,496 Added 14.99%
80,527 $22.1 Billion
Q4 2024

Jan 22, 2025
BUY
$280.04 - $302.45 $2.71 Million - $2.92 Million
9,661 Added 16.0%
70,031 $20.3 Billion
Q3 2024

Oct 09, 2024
BUY
$255.18 - $283.2 $15.4 Million - $17.1 Million
60,370 New
60,370 $17.1 Billion

Others Institutions Holding VTI

# of Institutions
3,451
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
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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