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

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,465,716 shares of VTI stock, worth $1.96 Billion. This represents 24.28% of its overall portfolio holdings.

Number of Shares
7,465,716
Previous 7,171,221 4.11%
Holding current value
$1.96 Billion
Previous $1.7 Billion 14.06%
% of portfolio
24.28%
Previous 24.28%

Shares

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

Apr 30, 2024
BUY
$232.77 - $260.14 $68.5 Million - $76.6 Million
294,495 Added 4.11%
7,465,716 $1.94 Billion
Q4 2023

Jan 16, 2024
BUY
$203.12 - $238.25 $4.49 Million - $5.27 Million
22,106 Added 0.31%
7,171,221 $1.7 Billion
Q3 2023

Oct 13, 2023
BUY
$211.41 - $228.35 $20.3 Million - $21.9 Million
95,915 Added 1.36%
7,149,115 $1.52 Billion
Q2 2023

Jul 13, 2023
SELL
$200.75 - $220.28 $12.4 Million - $13.6 Million
-61,853 Reduced 0.87%
7,053,200 $1.55 Billion
Q1 2023

Apr 13, 2023
BUY
$189.85 - $210.01 $50.1 Million - $55.5 Million
264,041 Added 3.85%
7,115,053 $1.45 Billion
Q4 2022

Jan 20, 2023
BUY
$187.53 - $204.18 $39.7 Million - $43.3 Million
211,943 Added 3.19%
6,851,012 $0
Q3 2022

Oct 19, 2022
SELL
N/A
-350,847 Reduced 5.02%
6,639,069 $1.19 Billion
Q2 2022

Jul 15, 2022
BUY
N/A
145,560 Added 2.13%
6,989,916 $1.32 Billion
Q1 2022

May 16, 2022
BUY
N/A
690,398 Added 11.22%
6,844,356 $1.56 Billion
Q4 2021

Feb 15, 2022
BUY
N/A
6,153,958 New
6,153,958 $1.49 Billion

Others Institutions Holding VTI

# of Institutions
2,840
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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