Laidlaw Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 1,050 shares of VTI stock, worth $310,716. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,050

Holding current value

$310,716

% of portfolio

0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$280.04 - $302.45 $294,042 - $317,572	1,050 New	1,050 $304,000
Q4 2023 Feb 12, 2024	SELL	$203.12 - $238.25 $812 - $953	-4 Reduced 0.38%	1,051 $249,000
Q3 2023 Nov 13, 2023	SELL	$211.41 - $228.35 $9.54 Million - $10.3 Million	-45,130 Reduced 97.72%	1,055 $224,000
Q2 2023 Aug 11, 2023	BUY	$200.75 - $220.28 $42,759 - $46,919	213 Added 0.46%	46,185 $10.2 Million
Q1 2023 May 12, 2023	SELL	$189.85 - $210.01 $172,193 - $190,479	-907 Reduced 1.93%	45,972 $9.38 Million
Q4 2022 Feb 14, 2023	SELL	$179.3 - $204.18 $582,545 - $663,380	-3,249 Reduced 6.48%	46,879 $8.96 Million
Q3 2022 Nov 14, 2022	BUY	$179.47 - $216.24 $43,611 - $52,546	243 Added 0.49%	50,128 $9 Million
Q2 2022 Aug 12, 2022	BUY	$183.02 - $230.52 $264,097 - $332,640	1,443 Added 2.98%	49,885 $9.41 Million
Q1 2022 May 12, 2022	SELL	$209.9 - $242.97 $659,295 - $763,168	-3,141 Reduced 6.09%	48,442 $11 Million
Q4 2021 Feb 14, 2022	BUY	$221.73 - $242.96 $11.4 Million - $12.5 Million	51,583 New	51,583 $12.5 Million
Q1 2021 May 17, 2021	SELL	$191.87 - $208.85 $7.19 Million - $7.83 Million	-37,480 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$166.99 - $194.64 $5.96 Million - $6.95 Million	35,700 Added 2005.62%	37,480 $7.3 Million
Q3 2020 Nov 16, 2020	BUY	$157.44 - $181.24 $61,086 - $70,321	388 Added 27.87%	1,780 $303,000
Q2 2020 Aug 19, 2020	SELL	$122.96 - $164.1 $26.6 Million - $35.5 Million	-216,531 Reduced 99.36%	1,392 $218,000
Q2 2020 Aug 13, 2020	BUY	$122.96 - $164.1 $26.8 Million - $35.8 Million	217,923 New	217,923 $1,000

Others Institutions Holding VTI

# of Institutions

3,356

Shares Held

460M

Call Options Held

1.31M

Put Options Held

1.13M

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 Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Account

Laidlaw Wealth Management LLC Vanguard Total Stock Market Et Transaction History