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

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 4,932 shares of VTI stock, worth $1.45 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,932

Previous 4,960 0.56%

Holding current value

$1.45 Million

Previous $1.33 Million 5.28%

% of portfolio

0.2%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$255.18 - $283.2 $7,145 - $7,929	-28 Reduced 0.56%	4,932 $1.4 Million
Q2 2024 Aug 07, 2024	BUY	$245.23 - $269.4 $77,737 - $85,399	317 Added 6.83%	4,960 $1.33 Million
Q1 2024 May 14, 2024	BUY	$232.77 - $260.14 $8,146 - $9,104	35 Added 0.76%	4,643 $1.21 Million
Q4 2023 Feb 05, 2024	SELL	$203.12 - $238.25 $17,874 - $20,966	-88 Reduced 1.87%	4,608 $1.09 Million
Q3 2023 Nov 03, 2023	SELL	$211.41 - $228.35 $2,114 - $2,283	-10 Reduced 0.21%	4,696 $997,000
Q2 2023 Aug 11, 2023	BUY	$200.75 - $220.28 $19,673 - $21,587	98 Added 2.13%	4,706 $1.04 Million
Q1 2023 May 02, 2023	SELL	$189.85 - $210.01 $30,376 - $33,601	-160 Reduced 3.36%	4,608 $940,000
Q4 2022 Jan 19, 2023	BUY	$179.3 - $204.18 $541,844 - $617,031	3,022 Added 173.08%	4,768 $0
Q2 2022 Aug 08, 2022	SELL	$183.02 - $230.52 $3,843 - $4,840	-21 Reduced 1.19%	1,746 $329,000
Q4 2021 Feb 03, 2022	SELL	$221.73 - $242.96 $3,104 - $3,401	-14 Reduced 0.79%	1,767 $427,000
Q2 2021 Jul 27, 2021	BUY	$209.28 - $222.82 $7,324 - $7,798	35 Added 2.0%	1,781 $397,000
Q1 2021 Apr 23, 2021	BUY	$191.87 - $208.85 $95,359 - $103,798	497 Added 39.79%	1,746 $361,000
Q3 2020 Nov 12, 2020	BUY	$157.44 - $181.24 $23,458 - $27,004	149 Added 13.55%	1,249 $213,000
Q1 2020 May 12, 2020	BUY	$111.91 - $172.17 $123,101 - $189,387	1,100 New	1,100 $142,000

Others Institutions Holding VTI

# of Institutions

3,042

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 Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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