Lehman & Derafelo Financial Resources LLC Vanguard Total Stock Market Et Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 1,948 shares of VTI stock, worth $532,641. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,948

Previous 1,348 44.51%

Holding current value

$532,641

Previous $242,000 53.72%

% of portfolio

0.11%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	BUY	$179.3 - $204.18 $107,580 - $122,508	600 Added 44.51%	1,948 $0
Q3 2022 Oct 21, 2022	BUY	$179.47 - $216.24 $34,099 - $41,085	190 Added 16.41%	1,348 $242,000
Q2 2022 Jul 19, 2022	SELL	$183.02 - $230.52 $95,170 - $119,870	-520 Reduced 30.99%	1,158 $218,000
Q1 2022 Apr 21, 2022	BUY	$209.9 - $242.97 $24,978 - $28,913	119 Added 7.63%	1,678 $382,000
Q3 2021 Oct 28, 2021	SELL	$219.23 - $234.37 $2,630 - $2,812	-12 Reduced 0.76%	1,559 $346,000
Q1 2021 Apr 21, 2021	BUY	$191.87 - $208.85 $99,772 - $108,602	520 Added 49.48%	1,571 $325,000
Q2 2020 Jul 30, 2020	SELL	$122.96 - $164.1 $1,475 - $1,969	-12 Reduced 1.13%	1,051 $165,000
Q1 2020 May 13, 2020	BUY	$111.91 - $172.17 $56,514 - $86,945	505 Added 90.5%	1,063 $137,000
Q4 2019 Feb 12, 2020	BUY	$146.61 - $164.29 $81,808 - $91,673	558 New	558 $91,000

Others Institutions Holding VTI

# of Institutions

3,388

Shares Held

470M

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 Lehman & Derafelo Financial Resources LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lehman & Derafelo Financial Resources LLC with notifications on news.

Account

Lehman & Derafelo Financial Resources LLC Vanguard Total Stock Market Et Transaction History