Holistic Planning, LLC Vanguard Total Stock Market Et Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 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 3,299 shares of VTI stock, worth $967,530. This represents 0.4% of its overall portfolio holdings.
Number of Shares
3,299
Previous 1,961
68.23%
Holding current value
$967,530
Previous $510 Million
83.33%
% of portfolio
0.4%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding VTI
# of Institutions
2,991Shares Held
461MCall Options Held
647KPut Options Held
433K-
Vanguard Group Inc Valley Forge, PA46.1MShares$13.5 Billion0.24% of portfolio
-
Betterment LLC New York, NY28.3MShares$8.3 Billion19.61% of portfolio
-
Wealthfront Advisers LLC15MShares$4.39 Billion13.48% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$3.93 Billion0.32% of portfolio
-
Us Bancorp \De\13.2MShares$3.86 Billion4.82% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity