Holistic Planning, LLC Vanguard Total Stock Market Et Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Holistic Planning, LLC holds 4,977 shares of VTI stock, worth $1.36 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

4,977

Previous 4,097 21.48%

Holding current value

$1.36 Million

Previous $1.19 Billion 15.22%

% of portfolio

0.46%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$271.18 - $303.12 $238,638 - $266,745	880 Added 21.48%	4,977 $1.37 Billion
Q4 2024 Jan 24, 2025	BUY	$280.04 - $302.45 $223,471 - $241,355	798 Added 24.19%	4,097 $1.19 Billion
Q3 2024 Nov 01, 2024	BUY	$255.18 - $283.2 $341,430 - $378,921	1,338 Added 68.23%	3,299 $934 Million
Q1 2024 May 01, 2024	BUY	$232.77 - $260.14 $14,431 - $16,128	62 Added 3.26%	1,961 $510 Million
Q4 2023 Feb 14, 2024	BUY	$203.12 - $238.25 $385,724 - $452,436	1,899 New	1,899 $451 Million

Others Institutions Holding VTI

# of Institutions

3,416

Shares Held

462M

Call Options Held

1.31M

Put Options Held

1.13M

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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Holistic Planning, LLC Vanguard Total Stock Market Et Transaction History