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

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

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 776 shares of VTI stock, worth $230,091. This represents 0.03% of its overall portfolio holdings.

Number of Shares
776
Previous 775 0.13%
Holding current value
$230,091
Previous $207,000 5.8%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,042
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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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