A detailed history of Family Management Corp transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Family Management Corp holds 2,919 shares of VTI stock, worth $867,293. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,919
Previous 2,022 44.36%
Holding current value
$867,293
Previous $540,000 52.96%
% of portfolio
0.14%
Previous 0.1%

Shares

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

Nov 14, 2024

BUY
$255.18 - $283.2 $228,896 - $254,030
897 Added 44.36%
2,919 $826,000
Q2 2023

Aug 14, 2023

SELL
$200.75 - $220.28 $216,408 - $237,461
-1,078 Reduced 34.77%
2,022 $445,000
Q4 2022

Feb 14, 2023

BUY
$179.3 - $204.18 $29,943 - $34,098
167 Added 5.69%
3,100 $592,000
Q3 2022

Nov 14, 2022

BUY
$179.47 - $216.24 $10,229 - $12,325
57 Added 1.98%
2,933 $526,000
Q2 2022

Aug 15, 2022

BUY
$183.02 - $230.52 $99,013 - $124,711
541 Added 23.17%
2,876 $542,000
Q4 2021

Feb 14, 2022

BUY
$221.73 - $242.96 $87,583 - $95,969
395 Added 20.36%
2,335 $564,000
Q2 2021

Aug 13, 2021

BUY
$209.28 - $222.82 $265,785 - $282,981
1,270 Added 189.55%
1,940 $432,000
Q4 2020

Feb 10, 2021

BUY
$166.99 - $194.64 $111,883 - $130,408
670 New
670 $130,000
Q3 2020

Nov 13, 2020

SELL
$157.44 - $181.24 $235,845 - $271,497
-1,498 Closed
0 $0
Q1 2020

May 06, 2020

SELL
$111.91 - $172.17 $37,601 - $57,849
-336 Reduced 18.32%
1,498 $193,000
Q4 2019

Feb 11, 2020

BUY
$146.61 - $164.29 $5,717 - $6,407
39 Added 2.17%
1,834 $300,000
Q3 2019

Nov 12, 2019

SELL
$150.3 - $153.62 $32,615 - $33,335
-217 Reduced 10.79%
1,795 $271,000
Q2 2019

Aug 14, 2019

SELL
N/A
-239 Reduced 10.62%
2,012 $302,000
Q1 2019

May 14, 2019

SELL
N/A
-14 Reduced 0.62%
2,251 $326,000
Q4 2018

Feb 14, 2019

BUY
N/A
2,265 New
2,265 $289,000

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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