Discipline Wealth Solutions, LLC Vanguard Total Stock Market Et Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,389 shares of VTI stock, worth $984,131. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,389
Previous 3,133 8.17%
Holding current value
$984,131
Previous $838,000 14.44%
% of portfolio
0.53%
Previous 0.66%

Shares

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

Nov 19, 2024
BUY
$255.18 - $283.2 $65,326 - $72,499
256 Added 8.17%
3,389 $959,000
Q2 2024

Aug 07, 2024
BUY
$245.23 - $269.4 $294,030 - $323,010
1,199 Added 62.0%
3,133 $838,000
Q1 2024

May 03, 2024
SELL
$232.77 - $260.14 $407,347 - $455,245
-1,750 Reduced 47.5%
1,934 $502,000
Q4 2023

Feb 09, 2024
BUY
$203.12 - $238.25 $748,294 - $877,713
3,684 New
3,684 $873,000

Others Institutions Holding VTI

# of Institutions
3,046
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 Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email