Investment Planning Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Investment Planning Advisors, Inc.

$203 Million
Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 2,695 shares of VTI stock, worth $894,227. This represents 0.4% of its overall portfolio holdings.

Number of Shares

2,695

Previous 2,655 1.51%

Holding current value

$894,227

Previous $729,000 12.35%

% of portfolio

0.4%

Previous 0.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$243.75 - $303.93 $9,750 - $12,157	40 Added 1.51%	2,695 $819,000
Q1 2025 Apr 22, 2025	BUY	$271.18 - $303.12 $22,507 - $25,158	83 Added 3.23%	2,655 $729,000
Q4 2024 Jan 22, 2025	SELL	$280.04 - $302.45 $20,162 - $21,776	-72 Reduced 2.72%	2,572 $745,000
Q2 2024 Jul 22, 2024	BUY	$245.23 - $269.4 $648,388 - $712,293	2,644 New	2,644 $707 Million

Others Institutions Holding VTI

# of Institutions

3,560

Shares Held

681M

Call Options Held

1.46M

Put Options Held

2.24M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Investment Planning Advisors, Inc. Vanguard Total Stock Market Et Transaction History