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

Dopkins Wealth Management, LLC

$189 Million
Q4 2024

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 2,171 shares of VTI stock, worth $636,016. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,171

Previous 1,037 109.35%

Holding current value

$636,016

Previous $293,000 114.68%

% of portfolio

0.33%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,368

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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