Legacy Financial Strategies, LLC Vanguard Total Stock Market Et Transaction History

Legacy Financial Strategies, LLC

$448 Million
Q3 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 55,101 shares of VTI stock, worth $16.2 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares

55,101

Previous 53,596 2.81%

Holding current value

$16.2 Million

Previous $14.3 Million 8.82%

% of portfolio

3.48%

Previous 3.51%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$255.18 - $283.2 $384,045 - $426,216	1,505 Added 2.81%	55,101 $15.6 Million
Q2 2024 Jul 10, 2024	SELL	$245.23 - $269.4 $71,361 - $78,395	-291 Reduced 0.54%	53,596 $14.3 Million
Q1 2024 Apr 10, 2024	BUY	$232.77 - $260.14 $114,290 - $127,728	491 Added 0.92%	53,887 $14 Million
Q4 2023 Feb 01, 2024	BUY	$203.12 - $238.25 $160,261 - $187,979	789 Added 1.5%	53,396 $12.7 Million
Q3 2023 Nov 13, 2023	SELL	$211.41 - $228.35 $172,510 - $186,333	-816 Reduced 1.53%	52,607 $11.2 Million
Q2 2023 Jul 28, 2023	BUY	$200.75 - $220.28 $124,264 - $136,353	619 Added 1.17%	53,423 $11.8 Million
Q1 2023 May 10, 2023	BUY	$189.85 - $210.01 $156,246 - $172,838	823 Added 1.58%	52,804 $10.8 Million
Q4 2022 Feb 15, 2023	BUY	$179.3 - $204.18 $8,068 - $9,188	45 Added 0.09%	51,981 $9.94 Million
Q3 2022 Nov 08, 2022	BUY	$179.47 - $216.24 $215,005 - $259,055	1,198 Added 2.36%	51,936 $9.32 Million
Q2 2022 Aug 09, 2022	BUY	$183.02 - $230.52 $195,099 - $245,734	1,066 Added 2.15%	50,738 $9.57 Million
Q1 2022 May 06, 2022	BUY	$209.9 - $242.97 $463,879 - $536,963	2,210 Added 4.66%	49,672 $11.3 Million
Q4 2021 Jan 31, 2022	SELL	$221.73 - $242.96 $1.36 Million - $1.49 Million	-6,138 Reduced 11.45%	47,462 $11.5 Million
Q3 2021 Nov 15, 2021	BUY	$219.23 - $234.37 $73,003 - $78,045	333 Added 0.63%	53,600 $11.9 Million
Q2 2021 Aug 02, 2021	BUY	$209.28 - $222.82 $84,339 - $89,796	403 Added 0.76%	53,267 $11.9 Million
Q1 2021 May 07, 2021	SELL	$191.87 - $208.85 $1.29 Million - $1.41 Million	-6,741 Reduced 11.31%	52,864 $10.9 Million
Q4 2020 Feb 04, 2021	BUY	$166.99 - $194.64 $38,240 - $44,572	229 Added 0.39%	59,605 $11.6 Million
Q3 2020 Nov 03, 2020	SELL	$157.44 - $181.24 $216,794 - $249,567	-1,377 Reduced 2.27%	59,376 $10.1 Million
Q2 2020 Aug 14, 2020	BUY	$122.96 - $164.1 $55,332 - $73,845	450 Added 0.75%	60,753 $9.51 Million
Q1 2020 May 04, 2020	BUY	$111.91 - $172.17 $401,421 - $617,573	3,587 Added 6.32%	60,303 $7.77 Million
Q4 2019 Jan 27, 2020	BUY	$146.61 - $164.29 $184,728 - $207,005	1,260 Added 2.27%	56,716 $9.28 Million
Q3 2019 Nov 01, 2019	SELL	$150.3 - $153.62 $56,362 - $57,607	-375 Reduced 0.67%	55,456 $8.56 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-1,005 Reduced 1.77%	55,831 $8.53 Million
Q1 2019 May 08, 2019	SELL	N/A	-4,691 Reduced 7.62%	56,836 $8.23 Million
Q4 2018 Feb 15, 2019	BUY	N/A	593 Added 0.97%	61,527 $7.85 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-2,564 Reduced 4.04%	60,934 $8.48 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-3,477 Reduced 5.19%	63,498 $8.92 Million
Q1 2018 May 14, 2018	SELL	N/A	-3,090 Reduced 4.41%	66,975 $9.09 Million
Q4 2017 May 14, 2018	BUY	N/A	70,065	70,065 $9.62 Million

Others Institutions Holding VTI

# of Institutions

3,045

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

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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Legacy Financial Strategies, LLC Vanguard Total Stock Market Et Transaction History