Insight Wealth Strategies, LLC Vanguard Total Stock Market Et Transaction History

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 805 shares of VTI stock, worth $233,353. This represents 0.03% of its overall portfolio holdings.

Number of Shares
805
Previous 804 0.12%
Holding current value
$233,353
Previous $233,000 5.58%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 03, 2025
BUY
$271.18 - $303.12 $271 - $303
1 Added 0.12%
805 $220,000
Q4 2024

Jan 06, 2025
BUY
$280.04 - $302.45 $7,841 - $8,468
28 Added 3.61%
804 $233,000
Q3 2024

Oct 07, 2024
BUY
$255.18 - $283.2 $255 - $283
1 Added 0.13%
776 $219,000
Q2 2024

Jul 08, 2024
SELL
$245.23 - $269.4 $17,656 - $19,396
-72 Reduced 8.5%
775 $207,000
Q1 2024

Apr 05, 2024
BUY
$232.77 - $260.14 $232 - $260
1 Added 0.12%
847 $220,000
Q4 2023

Jan 12, 2024
BUY
$203.12 - $238.25 $171,839 - $201,559
846 New
846 $200,000

Others Institutions Holding VTI

# of Institutions
3,448
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
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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