A detailed history of Geo Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Geo Wealth Management, LLC holds 252,768 shares of VTI stock, worth $74.1 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
252,768
Previous 283,662 10.89%
Holding current value
$74.1 Million
Previous $75.9 Million 5.68%
% of portfolio
2.63%
Previous 3.45%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$255.18 - $283.2 $7.88 Million - $8.75 Million
-30,894 Reduced 10.89%
252,768 $71.6 Million
Q2 2024

Aug 12, 2024

SELL
$245.23 - $269.4 $193,241 - $212,287
-788 Reduced 0.28%
283,662 $75.9 Million
Q1 2024

May 15, 2024

SELL
$232.77 - $260.14 $177,137 - $197,966
-761 Reduced 0.27%
283,689 $73.7 Million
Q1 2024

May 15, 2024

BUY
$232.77 - $260.14 $66 Million - $73.7 Million
283,478 Added 29164.4%
284,450 $73.9 Million
Q4 2023

Feb 13, 2024

SELL
$203.12 - $238.25 $46,108 - $54,082
-227 Reduced 18.93%
972 $230,000
Q3 2023

Nov 13, 2023

SELL
$211.41 - $228.35 $75,261 - $81,292
-356 Reduced 22.89%
1,199 $254,000
Q2 2023

Aug 10, 2023

BUY
$200.75 - $220.28 $29,911 - $32,821
149 Added 10.6%
1,555 $342,000
Q1 2023

May 12, 2023

BUY
$189.85 - $210.01 $1,518 - $1,680
8 Added 0.57%
1,406 $287,000
Q4 2022

Feb 13, 2023

SELL
$179.3 - $204.18 $518,535 - $590,488
-2,892 Reduced 67.41%
1,398 $267,000
Q3 2022

Nov 14, 2022

SELL
$179.47 - $216.24 $72,685 - $87,577
-405 Reduced 8.63%
4,290 $771,000
Q2 2022

Aug 12, 2022

BUY
$183.02 - $230.52 $213,584 - $269,016
1,167 Added 33.08%
4,695 $886,000
Q1 2022

May 13, 2022

SELL
$209.9 - $242.97 $157,425 - $182,227
-750 Reduced 17.53%
3,528 $804,000
Q4 2021

Feb 14, 2022

SELL
$221.73 - $242.96 $184,479 - $202,142
-832 Reduced 16.28%
4,278 $1.03 Million
Q3 2021

Nov 12, 2021

BUY
$219.23 - $234.37 $448,544 - $479,521
2,046 Added 66.78%
5,110 $1.13 Million
Q2 2021

Aug 17, 2021

SELL
$209.28 - $222.82 $7,534 - $8,021
-36 Reduced 1.16%
3,064 $682,000
Q1 2021

May 13, 2021

SELL
$191.87 - $208.85 $23,024 - $25,062
-120 Reduced 3.73%
3,100 $640,000
Q4 2020

Feb 12, 2021

SELL
$166.99 - $194.64 $26,050 - $30,363
-156 Reduced 4.62%
3,220 $626,000
Q3 2020

Nov 13, 2020

SELL
$157.44 - $181.24 $13,224 - $15,224
-84 Reduced 2.43%
3,376 $574,000
Q2 2020

Aug 14, 2020

BUY
$122.96 - $164.1 $425,441 - $567,786
3,460 New
3,460 $541,000
Q4 2019

Feb 13, 2020

SELL
$146.61 - $164.29 $454,930 - $509,791
-3,103 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$150.3 - $153.62 $213,726 - $218,447
1,422 Added 84.59%
3,103 $469,000
Q2 2019

Aug 13, 2019

BUY
N/A
1,681 New
1,681 $252,000

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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