Holistic Planning, LLC Vanguard Total Stock Market Et Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

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 1,961 shares of VTI stock, worth $554,413. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,961
Previous 1,961 -0.0%
Holding current value
$554,413
Previous $510 Million -0.0%
% of portfolio
0.39%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,930
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
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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