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

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Iht Wealth Management, LLC holds 57,081 shares of VTI stock, worth $16.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

57,081

Previous 57,516 0.76%

Holding current value

$16.1 Million

Previous $14.9 Million 2.15%

% of portfolio

0.58%

Previous 0.58%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$245.23 - $269.4 $106,675 - $117,188	-435 Reduced 0.76%	57,081 $15.3 Million
Q1 2024 May 15, 2024	SELL	$232.77 - $260.14 $13,966 - $15,608	-60 Reduced 0.1%	57,516 $14.9 Million
Q4 2023 Feb 14, 2024	SELL	$203.12 - $238.25 $2.52 Million - $2.96 Million	-12,412 Reduced 17.73%	57,576 $13.7 Million
Q3 2023 Nov 14, 2023	BUY	$211.41 - $228.35 $2.18 Million - $2.35 Million	10,295 Added 17.25%	69,988 $14.9 Million
Q2 2023 Aug 14, 2023	BUY	$200.75 - $220.28 $723,904 - $794,329	3,606 Added 6.43%	59,693 $13.1 Million
Q1 2023 May 15, 2023	BUY	$189.85 - $210.01 $283,256 - $313,334	1,492 Added 2.73%	56,087 $11.4 Million
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $41,956 - $47,778	234 Added 0.43%	54,595 $10.4 Million
Q3 2022 Nov 22, 2022	BUY	$179.47 - $216.24 $3.04 Million - $3.66 Million	16,927 Added 45.22%	54,361 $9.76 Million
Q2 2022 Aug 15, 2022	SELL	$183.02 - $230.52 $1.26 Million - $1.59 Million	-6,888 Reduced 15.54%	37,434 $7.06 Million
Q1 2022 May 16, 2022	SELL	$209.9 - $242.97 $61,710 - $71,433	-294 Reduced 0.66%	44,322 $10.1 Million
Q4 2021 Feb 14, 2022	BUY	$221.73 - $242.96 $971,842 - $1.06 Million	4,383 Added 10.89%	44,616 $10.8 Million
Q3 2021 Nov 15, 2021	SELL	$219.23 - $234.37 $4.08 Million - $4.36 Million	-18,588 Reduced 31.6%	40,233 $8.93 Million
Q2 2021 Aug 16, 2021	BUY	$209.28 - $222.82 $135,194 - $143,941	646 Added 1.11%	58,821 $13.1 Million
Q1 2021 May 18, 2021	BUY	$191.87 - $208.85 $2.92 Million - $3.18 Million	15,228 Added 35.46%	58,175 $12 Million
Q4 2020 Feb 17, 2021	BUY	$166.99 - $194.64 $59,782 - $69,681	358 Added 0.84%	42,947 $8.36 Million
Q3 2020 Nov 19, 2020	BUY	$157.44 - $181.24 $1.26 Million - $1.45 Million	8,014 Added 23.18%	42,589 $7.25 Million
Q2 2020 Aug 14, 2020	BUY	$122.96 - $164.1 $14,755 - $19,692	120 Added 0.35%	34,575 $5.41 Million
Q1 2020 May 13, 2020	BUY	$111.91 - $172.17 $169,207 - $260,321	1,512 Added 4.59%	34,455 $4.44 Million
Q4 2019 Feb 18, 2020	SELL	$146.61 - $164.29 $518,999 - $581,586	-3,540 Reduced 9.7%	32,943 $5.39 Million
Q3 2019 Nov 15, 2019	BUY	$150.3 - $153.62 $1.94 Million - $1.98 Million	12,906 Added 54.74%	36,483 $5.51 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-233 Reduced 0.98%	23,577 $3.54 Million
Q1 2019 May 16, 2019	SELL	N/A	-17,880 Reduced 42.89%	23,810 $3.45 Million
Q4 2018 Feb 15, 2019	BUY	N/A	2,906 Added 7.49%	41,690 $5.32 Million
Q3 2018 Nov 14, 2018	BUY	N/A	10,294 Added 36.13%	38,784 $5.8 Million
Q2 2018 Aug 13, 2018	BUY	N/A	6,276 Added 28.25%	28,490 $4 Million
Q1 2018 May 15, 2018	BUY	N/A	1,855 Added 9.11%	22,214 $2.95 Million
Q4 2017 Feb 14, 2018	BUY	N/A	11,272 Added 124.05%	20,359 $2.86 Million
Q3 2017 Nov 14, 2017	BUY	N/A	9,087	9,087 $1.19 Million

Others Institutions Holding VTI

# of Institutions

2,928

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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