Certus Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Certus Wealth Management, LLC

  • $149 Million
  • Q2 2025

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Certus Wealth Management, LLC holds 2,266 shares of VTI stock, worth $709,325. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,266
Previous 2,257 0.4%
Holding current value
$709,325
Previous $620,000 10.97%
% of portfolio
0.46%
Previous 0.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$243.75 - $303.93 $2,193 - $2,735
9 Added 0.4%
2,266 $688,000
Q1 2025

May 13, 2025
BUY
$271.18 - $303.12 $271 - $303
1 Added 0.04%
2,257 $620,000
Q4 2024

Feb 11, 2025
SELL
$280.04 - $302.45 $42,846 - $46,274
-153 Reduced 6.35%
2,256 $653,000
Q3 2024

Nov 12, 2024
SELL
$255.18 - $283.2 $172,246 - $191,160
-675 Reduced 21.89%
2,409 $682,000
Q2 2024

Aug 02, 2024
SELL
$245.23 - $269.4 $12,997 - $14,278
-53 Reduced 1.69%
3,084 $825,000
Q1 2024

May 06, 2024
BUY
$232.77 - $260.14 $12,569 - $14,047
54 Added 1.75%
3,137 $815,000
Q4 2023

Feb 09, 2024
SELL
$203.12 - $238.25 $8,734 - $10,244
-43 Reduced 1.38%
3,083 $731,000
Q3 2023

Nov 02, 2023
BUY
$211.41 - $228.35 $12,473 - $13,472
59 Added 1.92%
3,126 $663,000
Q2 2023

Aug 10, 2023
BUY
$200.75 - $220.28 $615,700 - $675,598
3,067 New
3,067 $676 Million

Others Institutions Holding VTI

# of Institutions
3,513
Shares Held
536M
Call Options Held
1.09M
Put Options Held
724K
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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