Forvis Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Forvis Wealth Advisors, LLC

  • $3.91 Billion
  • Q1 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,758,541 shares of VTI stock, worth $979 Million. This represents 24.99% of its overall portfolio holdings.

Number of Shares
3,758,541
Previous 3,737,750 0.56%
Holding current value
$979 Million
Previous $887 Million 10.17%
% of portfolio
24.99%
Previous 24.87%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$232.77 - $260.14 $4.84 Million - $5.41 Million
20,791 Added 0.56%
3,758,541 $977 Million
Q4 2023

Jan 11, 2024
BUY
$203.12 - $238.25 $9 Million - $10.6 Million
44,294 Added 1.2%
3,737,750 $887 Million
Q3 2023

Oct 25, 2023
BUY
$211.41 - $228.35 $11 Million - $11.9 Million
52,031 Added 1.43%
3,693,456 $785 Million
Q2 2023

Aug 08, 2023
BUY
$200.75 - $220.28 $2.96 Million - $3.25 Million
14,740 Added 0.41%
3,641,425 $802 Million
Q1 2023

Apr 26, 2023
SELL
$189.85 - $210.01 $17.7 Million - $19.6 Million
-93,248 Reduced 2.51%
3,626,685 $740 Million
Q4 2022

Feb 02, 2023
SELL
$187.53 - $204.18 $3.2 Million - $3.49 Million
-17,082 Reduced 0.46%
3,719,933 $711 Million
Q3 2022

Oct 13, 2022
BUY
N/A
115,297 Added 3.18%
3,737,015 $671 Million
Q2 2022

Jul 22, 2022
BUY
N/A
179,412 Added 5.21%
3,621,718 $683 Million
Q1 2022

May 10, 2022
BUY
N/A
71,046 Added 2.11%
3,442,306 $784 Million
Q4 2021

Jan 14, 2022
BUY
N/A
50,284 Added 1.51%
3,371,260 $814 Million
Q3 2021

Oct 14, 2021
BUY
N/A
21,016 Added 0.64%
3,320,976 $737 Million
Q2 2021

Jul 14, 2021
BUY
N/A
34,917 Added 1.07%
3,299,960 $735 Million
Q1 2021

Apr 23, 2021
BUY
N/A
94,500 Added 2.98%
3,265,043 $675 Million
Q4 2020

Jan 22, 2021
BUY
N/A
92,098 Added 2.99%
3,170,543 $617 Million
Q3 2020

Nov 05, 2020
BUY
N/A
71,017 Added 2.36%
3,078,445 $524 Million
Q2 2020

Jul 15, 2020
BUY
N/A
249,069 Added 9.03%
3,007,428 $471 Million
Q1 2020

Apr 10, 2020
BUY
N/A
332,824 Added 13.72%
2,758,359 $356 Million
Q4 2019

Jan 13, 2020
BUY
N/A
52,693 Added 2.22%
2,425,535 $397 Million
Q3 2019

Oct 29, 2019
SELL
N/A
-2,150 Reduced 0.09%
2,372,842 $358 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-42 Reduced -0.0%
2,374,992 $356 Million
Q1 2019

Apr 10, 2019
BUY
N/A
12,300 Added 0.52%
2,375,034 $344 Million
Q4 2018

Jan 15, 2019
BUY
N/A
69,630 Added 3.04%
2,362,734 $302 Million
Q3 2018

Oct 09, 2018
BUY
N/A
25,033 Added 1.1%
2,293,104 $343 Million
Q2 2018

Jul 13, 2018
BUY
N/A
83,375 Added 3.82%
2,268,071 $319 Million
Q1 2018

May 25, 2018
SELL
N/A
-29,391 Reduced 1.33%
2,184,696 $297 Million
Q1 2018

Apr 20, 2018
BUY
N/A
16,050 Added 0.73%
2,214,087 $309 Million
Q4 2017

Jan 18, 2018
BUY
N/A
53,406 Added 2.49%
2,198,037 $302 Million
Q3 2017

Oct 13, 2017
BUY
N/A
2,144,631
2,144,631 $278 Million

Others Institutions Holding VTI

# of Institutions
2,841
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email