A detailed history of Lyell Wealth Management, LP transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,969 shares of VTI stock, worth $577,468. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,969
Previous 1,969 -0.0%
Holding current value
$577,468
Previous $526,000 5.89%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$245.23 - $269.4 $1,716 - $1,885
-7 Reduced 0.35%
1,969 $526,000
Q3 2023

Oct 31, 2023

SELL
$211.41 - $228.35 $67,016 - $72,386
-317 Reduced 13.82%
1,976 $419,000
Q2 2023

Aug 04, 2023

SELL
$200.75 - $220.28 $77,288 - $84,807
-385 Reduced 14.38%
2,293 $505,000
Q1 2023

May 03, 2023

BUY
$189.85 - $210.01 $71,193 - $78,753
375 Added 16.28%
2,678 $546,000
Q3 2022

Oct 24, 2022

BUY
$179.47 - $216.24 $23,869 - $28,759
133 Added 6.13%
2,303 $413,000
Q2 2022

Jul 28, 2022

BUY
$183.02 - $230.52 $68,632 - $86,445
375 Added 20.89%
2,170 $409,000
Q1 2022

May 04, 2022

SELL
$209.9 - $242.97 $20,990 - $24,297
-100 Reduced 5.28%
1,795 $409,000
Q4 2021

Feb 08, 2022

BUY
$221.73 - $242.96 $70,288 - $77,018
317 Added 20.09%
1,895 $458,000
Q3 2021

Nov 10, 2021

SELL
$219.23 - $234.37 $18,634 - $19,921
-85 Reduced 5.11%
1,578 $350,000
Q1 2021

May 07, 2021

SELL
$191.87 - $208.85 $19,570 - $21,302
-102 Reduced 5.78%
1,663 $344,000
Q4 2020

Feb 04, 2021

SELL
$166.99 - $194.64 $445,362 - $519,104
-2,667 Reduced 60.18%
1,765 $344,000
Q3 2020

Nov 04, 2020

SELL
$157.44 - $181.24 $50,695 - $58,359
-322 Reduced 6.77%
4,432 $755,000
Q2 2020

Jul 30, 2020

BUY
$122.96 - $164.1 $41,191 - $54,973
335 Added 7.58%
4,754 $744,000
Q1 2020

May 11, 2020

BUY
$111.91 - $172.17 $27,529 - $42,353
246 Added 5.9%
4,419 $570,000
Q4 2019

Feb 05, 2020

BUY
$146.61 - $164.29 $39,438 - $44,194
269 Added 6.89%
4,173 $683,000
Q3 2019

Nov 06, 2019

BUY
$150.3 - $153.62 $1,503 - $1,536
10 Added 0.26%
3,904 $590,000
Q2 2019

Aug 01, 2019

BUY
N/A
4 Added 0.1%
3,894 $584,000
Q1 2019

May 06, 2019

BUY
N/A
3,890 New
3,890 $563,000
Q1 2018

May 07, 2018

SELL
N/A
-1,758 Closed
0 $0
Q4 2017

Jan 30, 2018

SELL
N/A
-425 Reduced 19.47%
1,758 $241,000
Q3 2017

Oct 26, 2017

BUY
N/A
2,183
2,183 $283,000

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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