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

Fsm Wealth Advisors, LLC

$377 Million
Q3 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 63,218 shares of VTI stock, worth $18.4 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares

63,218

Previous 57,722 9.52%

Holding current value

$18.4 Million

Previous $15.4 Million 15.93%

% of portfolio

4.74%

Previous 5.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$255.18 - $283.2 $1.4 Million - $1.56 Million	5,496 Added 9.52%	63,218 $17.9 Million
Q2 2024 Jul 12, 2024	BUY	$245.23 - $269.4 $340,869 - $374,465	1,390 Added 2.47%	57,722 $15.4 Million
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	$179.3 - $204.18 $331,525 - $377,528	1,849 Added 4.2%	45,828 $0
Q3 2022 Oct 24, 2022	BUY	$179.47 - $216.24 $3.33 Million - $4.01 Million	18,547 Added 72.93%	43,979 $7.89 Million
Q2 2022 Aug 12, 2022	BUY	$183.02 - $230.52 $4.65 Million - $5.86 Million	25,432 New	25,432 $5.29 Million

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

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

News

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

Account

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