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

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 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 1,054 shares of VTI stock, worth $316,147. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,054
Previous 1,054 -0.0%
Holding current value
$316,147
Previous $281,000 6.05%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,177
Shares Held
481M
Call Options Held
1.8M
Put Options Held
620K
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
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email