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

Fsm Wealth Advisors, LLC

$281 Million
Q1 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 56,332 shares of VTI stock, worth $15.3 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

56,332

Previous 47,477 18.65%

Holding current value

$15.3 Million

Previous $11.3 Million 29.99%

% of portfolio

5.21%

Previous 4.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$232.77 - $260.14 $2.06 Million - $2.3 Million	8,855 Added 18.65%	56,332 $14.6 Million
Q4 2023 May 14, 2024	SELL	$203.12 - $238.25 $479,160 - $562,031	-2,359 Reduced 4.73%	47,477 $11.3 Million
Q3 2023 Nov 14, 2023	SELL	$211.41 - $228.35 $463,199 - $500,314	-2,191 Reduced 4.21%	49,836 $10.6 Million
Q2 2023 Jul 12, 2023	BUY	$200.75 - $220.28 $838,131 - $919,669	4,175 Added 8.72%	52,027 $11.5 Million
Q1 2023 Apr 24, 2023	BUY	$189.85 - $210.01 $384,256 - $425,060	2,024 Added 4.42%	47,852 $9.77 Million

Q4 2022 Jan 19, 2023	BUY	$187.53 - $204.18 $346,742 - $377,528	1,849 Added 4.2%	45,828 $0
Q3 2022 Oct 24, 2022	BUY	N/A	18,547 Added 72.93%	43,979 $7.89 Million
Q2 2022 Aug 12, 2022	BUY	N/A	25,432 New	25,432 $5.29 Million

Others Institutions Holding VTI

# of Institutions

2,849

Shares Held

456M

Call Options Held

824K

Put Options Held

449K

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