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

Certus Wealth Management, LLC

$141 Million
Q1 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 2,257 shares of VTI stock, worth $662,271. This represents 0.44% of its overall portfolio holdings.

Number of Shares

2,257

Previous 2,256 0.04%

Holding current value

$662,271

Previous $653,000 5.05%

% of portfolio

0.44%

Previous 0.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,452

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