Journey Strategic Wealth LLC Vanguard Total Stock Market Et Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 6,602 shares of VTI stock, worth $1.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,602

Previous 1,578 318.38%

Holding current value

$1.77 Million

Previous $374,000 358.56%

% of portfolio

0.08%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$232.77 - $260.14 $1.17 Million - $1.31 Million	5,024 Added 318.38%	6,602 $1.72 Million
Q3 2023 Nov 08, 2023	SELL	$211.41 - $228.35 $185,829 - $200,719	-879 Reduced 35.78%	1,578 $335,000
Q2 2023 Aug 14, 2023	SELL	$200.75 - $220.28 $81,705 - $89,653	-407 Reduced 14.21%	2,457 $541,000
Q1 2023 May 11, 2023	SELL	$189.85 - $210.01 $858,881 - $950,085	-4,524 Reduced 61.23%	2,864 $584,000
Q4 2022 Feb 14, 2023	BUY	$187.53 - $204.18 $1.09 Million - $1.19 Million	5,834 Added 375.42%	7,388 $1.41 Million

Q3 2022 Nov 14, 2022	SELL	N/A	-41 Reduced 2.57%	1,554 $279,000
Q2 2022 Aug 15, 2022	BUY	N/A	1,595 New	1,595 $301,000
Q1 2022 May 16, 2022	SELL	N/A	-1,558 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	1,558 New	1,558 $376,000

Others Institutions Holding VTI

# of Institutions

2,844

Shares Held

456M

Call Options Held

824K

Put Options Held

449K

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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Journey Strategic Wealth LLC Vanguard Total Stock Market Et Transaction History