Laurel Wealth Planning LLC Vanguard Total Stock Market Et Transaction History

Laurel Wealth Planning LLC

$145 Million
Q1 2025

A detailed history of Laurel Wealth Planning LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 897 shares of VTI stock, worth $244,719. This represents 0.17% of its overall portfolio holdings.

Number of Shares

897

Previous 982 8.66%

Holding current value

$244,719

Previous $285,000 13.68%

% of portfolio

0.17%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$271.18 - $303.12 $23,050 - $25,765	-85 Reduced 8.66%	897 $246,000
Q4 2024 Feb 03, 2025	SELL	$280.04 - $302.45 $14,282 - $15,424	-51 Reduced 4.94%	982 $285,000
Q3 2024 Oct 28, 2024	SELL	$255.18 - $283.2 $510 - $566	-2 Reduced 0.19%	1,033 $293,000
Q1 2024 Apr 22, 2024	SELL	$232.77 - $260.14 $127,557 - $142,556	-548 Reduced 34.62%	1,035 $269,000
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $59,107 - $69,330	291 Added 22.52%	1,583 $376,000
Q3 2023 Oct 27, 2023	SELL	$211.41 - $228.35 $86,466 - $93,395	-409 Reduced 24.04%	1,292 $274,000
Q2 2023 Jul 19, 2023	SELL	$200.75 - $220.28 $1,606 - $1,762	-8 Reduced 0.47%	1,701 $375,000
Q1 2023 Apr 18, 2023	SELL	$189.85 - $210.01 $130,996 - $144,906	-690 Reduced 28.76%	1,709 $349,000
Q4 2022 Feb 01, 2023	SELL	$179.3 - $204.18 $36,039 - $41,040	-201 Reduced 7.73%	2,399 $458,000
Q3 2022 Nov 02, 2022	BUY	$179.47 - $216.24 $179 - $216	1 Added 0.04%	2,600 $467,000
Q2 2022 Aug 09, 2022	SELL	$183.02 - $230.52 $130,127 - $163,899	-711 Reduced 21.48%	2,599 $490,000
Q1 2022 Apr 28, 2022	SELL	$209.9 - $242.97 $353,261 - $408,918	-1,683 Reduced 33.71%	3,310 $754,000
Q4 2021 Feb 01, 2022	SELL	$221.73 - $242.96 $404,657 - $443,402	-1,825 Reduced 26.77%	4,993 $1.21 Million
Q3 2021 Nov 12, 2021	SELL	$219.23 - $234.37 $253,210 - $270,697	-1,155 Reduced 14.49%	6,818 $1.51 Million
Q2 2021 Aug 09, 2021	SELL	$209.28 - $222.82 $706,320 - $752,017	-3,375 Reduced 29.74%	7,973 $1.78 Million
Q1 2021 May 06, 2021	SELL	$191.87 - $208.85 $279,362 - $304,085	-1,456 Reduced 11.37%	11,348 $2.35 Million
Q4 2020 Feb 08, 2021	BUY	$166.99 - $194.64 $2.14 Million - $2.49 Million	12,804 New	12,804 $2.49 Million

Others Institutions Holding VTI

# of Institutions

3,416

Shares Held

462M

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

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Laurel Wealth Planning LLC Vanguard Total Stock Market Et Transaction History