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

Defined Wealth Management, LLC

  • $165 Million
  • Q3 2025

A detailed history of Defined Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,818 shares of VTI stock, worth $1.26 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
3,818
Previous 3,818 -0.0%
Holding current value
$1.26 Million
Previous $1.16 Million 7.93%
% of portfolio
0.76%
Previous 0.75%

Shares

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

Jul 09, 2025
SELL
$243.75 - $303.93 $92,625 - $115,493
-380 Reduced 9.05%
3,818 $1.16 Million
Q4 2024

Jan 15, 2025
SELL
$280.04 - $302.45 $11,201 - $12,098
-40 Reduced 0.94%
4,198 $1.22 Million
Q2 2024

Aug 05, 2024
SELL
$245.23 - $269.4 $6,375 - $7,004
-26 Reduced 0.61%
4,238 $1.13 Million
Q1 2024

Apr 15, 2024
BUY
$232.77 - $260.14 $4,655 - $5,202
20 Added 0.47%
4,264 $1.11 Million
Q4 2023

Jan 09, 2024
SELL
$203.12 - $238.25 $40,827 - $47,888
-201 Reduced 4.52%
4,244 $1.01 Million
Q3 2023

Oct 24, 2023
BUY
$211.41 - $228.35 $9,724 - $10,504
46 Added 1.05%
4,445 $944,000
Q2 2023

Jul 28, 2023
BUY
$200.75 - $220.28 $296,307 - $325,133
1,476 Added 50.5%
4,399 $969,000
Q1 2023

Apr 21, 2023
BUY
$189.85 - $210.01 $38,159 - $42,212
201 Added 7.38%
2,923 $596,000
Q4 2022

Jan 23, 2023
BUY
$179.3 - $204.18 $17,750 - $20,213
99 Added 3.77%
2,722 $0
Q3 2022

Oct 13, 2022
BUY
$179.47 - $216.24 $74,838 - $90,172
417 Added 18.9%
2,623 $471,000
Q2 2022

Jul 25, 2022
BUY
$183.02 - $230.52 $42,460 - $53,480
232 Added 11.75%
2,206 $416,000
Q1 2022

Apr 18, 2022
BUY
$209.9 - $242.97 $85,219 - $98,645
406 Added 25.89%
1,974 $449,000
Q4 2021

Jan 19, 2022
BUY
$221.73 - $242.96 $3,325 - $3,644
15 Added 0.97%
1,568 $379,000
Q3 2021

Oct 21, 2021
BUY
$219.23 - $234.37 $11,180 - $11,952
51 Added 3.4%
1,553 $345,000
Q2 2021

Jul 20, 2021
BUY
$209.28 - $222.82 $52,320 - $55,705
250 Added 19.97%
1,502 $335,000
Q1 2021

May 18, 2021
BUY
$191.87 - $208.85 $4,221 - $4,594
22 Added 1.79%
1,252 $259,000
Q4 2020

Mar 09, 2021
BUY
$166.99 - $194.64 $205,397 - $239,407
1,230 New
1,230 $239,000

Others Institutions Holding VTI

# of Institutions
3,566
Shares Held
672M
Call Options Held
1.46M
Put Options Held
2.24M
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
Track This Portfolio

Track Defined Wealth Management, LLC Portfolio

Follow Defined Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Defined Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email