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

Forza Wealth Management, LLC

  • $192 Billion
  • Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Forza Wealth Management, LLC holds 4,461 shares of VTI stock, worth $1.22 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
4,461
Previous 4,961 10.08%
Holding current value
$1.22 Million
Previous $1.18 Billion 1.48%
% of portfolio
0.6%
Previous 0.65%

Shares

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

Apr 22, 2024
SELL
$232.77 - $260.14 $116,385 - $130,070
-500 Reduced 10.08%
4,461 $1.16 Billion
Q4 2023

Jan 24, 2024
SELL
$203.12 - $238.25 $629,672 - $738,575
-3,100 Reduced 38.46%
4,961 $1.18 Billion
Q1 2023

May 03, 2023
BUY
$189.85 - $210.01 $588,914 - $651,451
3,102 Added 62.55%
8,061 $1.65 Billion
Q4 2022

Feb 06, 2023
BUY
$187.53 - $204.18 $929,961 - $1.01 Million
4,959 New
4,959 $948 Million

Others Institutions Holding VTI

# of Institutions
2,851
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
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