Kaizen Financial Strategies Vanguard Total Stock Market Et Transaction History

Kaizen Financial Strategies

$153 Million
Q2 2024

A detailed history of Kaizen Financial Strategies transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kaizen Financial Strategies holds 3,332 shares of VTI stock, worth $934,892. This represents 0.58% of its overall portfolio holdings.

Number of Shares

3,332

Previous 3,881 14.15%

Holding current value

$934,892

Previous $1.01 Million 11.61%

% of portfolio

0.58%

Previous 0.58%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$245.23 - $269.4 $134,631 - $147,900	-549 Reduced 14.15%	3,332 $891,000
Q1 2024 May 02, 2024	SELL	$232.77 - $260.14 $39,105 - $43,703	-168 Reduced 4.15%	3,881 $1.01 Million
Q4 2023 Jan 18, 2024	SELL	$203.12 - $238.25 $79,419 - $93,155	-391 Reduced 8.81%	4,049 $960,000
Q3 2023 Oct 31, 2023	SELL	$211.41 - $228.35 $32,557 - $35,165	-154 Reduced 3.35%	4,440 $943,000
Q2 2023 Aug 07, 2023	BUY	$200.75 - $220.28 $7,026 - $7,709	35 Added 0.77%	4,594 $1.01 Million
Q1 2023 May 10, 2023	SELL	$189.85 - $210.01 $2.36 Million - $2.61 Million	-12,432 Reduced 73.17%	4,559 $930,000
Q4 2022 Jan 18, 2023	SELL	$179.3 - $204.18 $163,342 - $186,007	-911 Reduced 5.09%	16,991 $0
Q3 2022 Oct 18, 2022	SELL	$179.47 - $216.24 $858,584 - $1.03 Million	-4,784 Reduced 21.09%	17,902 $3.21 Million
Q2 2022 Jul 18, 2022	SELL	$183.02 - $230.52 $148,795 - $187,412	-813 Reduced 3.46%	22,686 $4.28 Million
Q1 2022 May 06, 2022	BUY	$209.9 - $242.97 $2.36 Million - $2.73 Million	11,225 Added 91.45%	23,499 $5.35 Million
Q4 2021 Jan 26, 2022	BUY	$221.73 - $242.96 $672,950 - $737,383	3,035 Added 32.85%	12,274 $2.96 Million
Q3 2021 Nov 12, 2021	BUY	$219.23 - $234.37 $437,363 - $467,568	1,995 Added 27.54%	9,239 $2.05 Million
Q1 2021 May 28, 2021	BUY	$191.87 - $208.85 $128,552 - $139,929	670 Added 10.19%	7,244 $1.5 Million
Q4 2020 Feb 03, 2021	BUY	$166.99 - $194.64 $1.1 Million - $1.28 Million	6,574 New	6,574 $1.28 Million

Others Institutions Holding VTI

# of Institutions

2,929

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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Vanguard Total Stock Market Et Transaction History