A detailed history of Marietta Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 2,688 shares of VTI stock, worth $788,336. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,688
Previous 2,544 5.66%
Holding current value
$788,336
Previous $680,000 11.91%
% of portfolio
0.11%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$255.18 - $283.2 $36,745 - $40,780
144 Added 5.66%
2,688 $761,000
Q2 2024

Jul 19, 2024

SELL
$245.23 - $269.4 $15,204 - $16,702
-62 Reduced 2.38%
2,544 $680,000
Q1 2024

Apr 25, 2024

SELL
$232.77 - $260.14 $25,371 - $28,355
-109 Reduced 4.01%
2,606 $677,000
Q3 2023

Oct 30, 2023

SELL
$211.41 - $228.35 $11,627 - $12,559
-55 Reduced 1.99%
2,715 $576,000
Q2 2023

Jul 18, 2023

SELL
$200.75 - $220.28 $604,257 - $663,042
-3,010 Reduced 52.08%
2,770 $610,000
Q1 2023

Apr 27, 2023

BUY
$189.85 - $210.01 $548,666 - $606,928
2,890 Added 100.0%
5,780 $1.18 Million
Q1 2022

Apr 12, 2022

BUY
$209.9 - $242.97 $330,592 - $382,677
1,575 Added 119.77%
2,890 $658,000
Q1 2021

May 06, 2021

BUY
$191.87 - $208.85 $8,634 - $9,398
45 Added 3.54%
1,315 $272,000
Q3 2020

Nov 04, 2020

SELL
$157.44 - $181.24 $14,641 - $16,855
-93 Reduced 6.82%
1,270 $216,000
Q2 2020

Aug 05, 2020

BUY
$122.96 - $164.1 $167,594 - $223,668
1,363 New
1,363 $213,000
Q1 2020

May 14, 2020

SELL
$111.91 - $172.17 $152,533 - $234,667
-1,363 Closed
0 $0
Q4 2019

Feb 07, 2020

SELL
$146.61 - $164.29 $16,420 - $18,400
-112 Reduced 7.59%
1,363 $223,000
Q3 2019

Nov 14, 2019

BUY
$150.3 - $153.62 $221,692 - $226,589
1,475 New
1,475 $223,000

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


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

Track Marietta Wealth Management, LLC Portfolio

Follow Marietta Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.