Mark Sheptoff Financial Planning, LLC Vanguard Total Stock Market Et Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,071 shares of VTI stock, worth $303,457. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,071
Previous 1,054 1.61%
Holding current value
$303,457
Previous $298,000 4.03%
% of portfolio
0.17%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$280.04 - $302.45 $4,760 - $5,141
17 Added 1.61%
1,071 $310,000
Q2 2024

Aug 12, 2024
BUY
$245.23 - $269.4 $2,452 - $2,694
10 Added 0.96%
1,054 $281,000
Q2 2023

Aug 10, 2023
BUY
$200.75 - $220.28 $5,821 - $6,388
29 Added 2.86%
1,044 $229,000
Q3 2020

Nov 12, 2020
SELL
$157.44 - $181.24 $39,360 - $45,310
-250 Reduced 19.76%
1,015 $173,000
Q3 2017

Nov 09, 2017
BUY
N/A
1,265
1,265 $164,000

Others Institutions Holding VTI

# of Institutions
3,376
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

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