Delap Wealth Advisory, LLC Vanguard Total Stock Market Et Transaction History

Delap Wealth Advisory, LLC

  • $158 Billion
  • Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 15,470 shares of VTI stock, worth $4.58 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
15,470
Previous 4,487 244.77%
Holding current value
$4.58 Million
Previous $1.2 Billion 264.95%
% of portfolio
2.77%
Previous 0.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$255.18 - $283.2 $2.8 Million - $3.11 Million
10,983 Added 244.77%
15,470 $4.38 Billion
Q2 2024

Aug 13, 2024
SELL
$245.23 - $269.4 $8,092 - $8,890
-33 Reduced 0.73%
4,487 $1.2 Billion
Q1 2024

May 14, 2024
SELL
$232.77 - $260.14 $1.21 Million - $1.36 Million
-5,218 Reduced 53.58%
4,520 $1.17 Billion
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $1.06 Million - $1.24 Million
5,218 Added 115.44%
9,738 $2.31 Billion
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $1,902 - $2,055
9 Added 0.2%
4,520 $960 Million
Q2 2023

Aug 08, 2023
SELL
$200.75 - $220.28 $105,193 - $115,426
-524 Reduced 10.41%
4,511 $994 Million
Q1 2023

May 15, 2023
SELL
$189.85 - $210.01 $137,641 - $152,257
-725 Reduced 12.59%
5,035 $1.03 Billion
Q4 2022

Feb 13, 2023
BUY
$179.3 - $204.18 $1.03 Million - $1.18 Million
5,760 New
5,760 $1.1 Billion

Others Institutions Holding VTI

# of Institutions
3,071
Shares Held
454M
Call Options Held
1.81M
Put Options Held
618K
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 Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, 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 Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email