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

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,472 shares of VTI stock, worth $674,411. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,472
Previous 2,171 13.86%
Holding current value
$674,411
Previous $629,000 7.95%
% of portfolio
0.36%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$271.18 - $303.12 $81,625 - $91,239
301 Added 13.86%
2,472 $679,000
Q4 2024

Feb 10, 2025
BUY
$280.04 - $302.45 $317,565 - $342,978
1,134 Added 109.35%
2,171 $629,000
Q3 2024

Nov 06, 2024
SELL
$255.18 - $283.2 $253,138 - $280,934
-992 Reduced 48.89%
1,037 $293,000
Q1 2024

May 03, 2024
BUY
$232.77 - $260.14 $138,032 - $154,263
593 Added 41.3%
2,029 $527,000
Q4 2023

Jan 25, 2024
SELL
$203.12 - $238.25 $73,732 - $86,484
-363 Reduced 20.18%
1,436 $340,000
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $61,520 - $66,449
291 Added 19.3%
1,799 $382,000
Q2 2023

Aug 07, 2023
SELL
$200.75 - $220.28 $10,037 - $11,014
-50 Reduced 3.21%
1,508 $332,000
Q1 2023

May 05, 2023
BUY
$189.85 - $210.01 $27,718 - $30,661
146 Added 10.34%
1,558 $317,000
Q2 2022

Aug 01, 2022
BUY
$183.02 - $230.52 $56,553 - $71,230
309 Added 28.01%
1,412 $266,000
Q1 2022

Apr 18, 2022
BUY
$209.9 - $242.97 $4,827 - $5,588
23 Added 2.13%
1,103 $251,000
Q4 2021

Jan 18, 2022
BUY
$221.73 - $242.96 $239,468 - $262,396
1,080 New
1,080 $261,000

Others Institutions Holding VTI

# of Institutions
3,409
Shares Held
462M
Call Options Held
1.31M
Put Options Held
1.13M
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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