Legacy Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 6,985 shares of VTI stock, worth $2.05 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

6,985

Previous 6,785 2.95%

Holding current value

$2.05 Million

Previous $1.28 Million 2.03%

% of portfolio

2.07%

Previous 1.84%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$179.47 - $216.24 $35,894 - $43,248	200 Added 2.95%	6,985 $1.25 Million
Q2 2022 Jul 26, 2022	SELL	$183.02 - $230.52 $54,356 - $68,464	-297 Reduced 4.19%	6,785 $1.28 Million
Q1 2022 May 10, 2022	SELL	$209.9 - $242.97 $14,483 - $16,764	-69 Reduced 0.96%	7,082 $1.61 Million
Q4 2021 Feb 14, 2022	SELL	$221.73 - $242.96 $54,767 - $60,011	-247 Reduced 3.34%	7,151 $1.73 Million
Q3 2021 Nov 12, 2021	BUY	$219.23 - $234.37 $326,433 - $348,976	1,489 Added 25.2%	7,398 $1.64 Million
Q1 2021 May 06, 2021	SELL	$191.87 - $208.85 $36,647 - $39,890	-191 Reduced 3.13%	5,909 $1.22 Million
Q3 2020 Nov 03, 2020	SELL	$157.44 - $181.24 $72,422 - $83,370	-460 Reduced 7.01%	6,100 $1.04 Million
Q2 2020 Aug 17, 2020	BUY	$122.96 - $164.1 $702,470 - $937,503	5,713 Added 674.5%	6,560 $1.03 Million
Q1 2020 May 18, 2020	SELL	$111.91 - $172.17 $640,796 - $985,845	-5,726 Reduced 87.11%	847 $847,000
Q1 2020 May 18, 2020	BUY	$111.91 - $172.17 $104,635 - $160,978	935 Added 16.58%	6,573 $847,000
Q4 2019 Feb 12, 2020	BUY	$146.61 - $164.29 $826,587 - $926,267	5,638 New	5,638 $922,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

Legacy Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History