Fiduciary Planning LLC Vanguard Total Stock Market Et Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$245.23 - $269.4 $493,893 - $542,571	2,014 New	2,014 $538,000
Q2 2021 Aug 06, 2021	SELL	$209.28 - $222.82 $4,394 - $4,679	-21 Closed	0 $0
Q1 2021 May 24, 2021	SELL	$191.87 - $208.85 $8,442 - $9,189	-44 Reduced 67.69%	21 $4,000
Q4 2020 Feb 10, 2021	SELL	$166.99 - $194.64 $333 - $389	-2 Reduced 2.99%	65 $13,000
Q3 2020 Oct 27, 2020	BUY	$157.44 - $181.24 $10,548 - $12,143	67 New	67 $11,000
Q2 2020 Aug 24, 2020	SELL	$122.96 - $164.1 $436,630 - $582,719	-3,551 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$111.91 - $172.17 $6,043 - $9,297	-54 Reduced 1.5%	3,551 $458,000
Q4 2019 Feb 14, 2020	BUY	$146.61 - $164.29 $528,529 - $592,265	3,605 New	3,605 $599,000

Others Institutions Holding VTI

# of Institutions

2,997

Shares Held

461M

Call Options Held

647K

Put Options Held

433K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.