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

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 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 2,871 shares of VTI stock, worth $832,188. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,871
Previous 3,206 10.45%
Holding current value
$832,188
Previous $929,000 15.07%
% of portfolio
0.4%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,445
Shares Held
518M
Call Options Held
1.15M
Put Options Held
724K
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
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