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

Discipline Wealth Solutions, LLC

$354 Million
Q3 2025

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 5,622 shares of VTI stock, worth $1.86 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

5,622

Previous 4,279 31.39%

Holding current value

$1.86 Million

Previous $1.3 Million 41.85%

% of portfolio

0.52%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$303.93 - $329.86 $408,177 - $443,001	1,343 Added 31.39%	5,622 $1.84 Million
Q2 2025 Jul 07, 2025	BUY	$243.75 - $303.93 $343,200 - $427,933	1,408 Added 49.04%	4,279 $1.3 Million
Q1 2025 Apr 29, 2025	SELL	$271.18 - $303.12 $90,845 - $101,545	-335 Reduced 10.45%	2,871 $789,000
Q4 2024 Feb 26, 2025	SELL	$280.04 - $302.45 $51,247 - $55,348	-183 Reduced 5.4%	3,206 $929,000
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

3,566

Shares Held

672M

Call Options Held

1.46M

Put Options Held

2.24M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

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