Measured Wealth Private Client Group, LLC Vanguard Total Stock Market Et Transaction History

Measured Wealth Private Client Group, LLC

$283 Million
Q2 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 4,800 shares of VTI stock, worth $1.35 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

4,800

Previous 5,297 9.38%

Holding current value

$1.35 Million

Previous $1.38 Million 6.69%

% of portfolio

0.45%

Previous 0.48%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$245.23 - $269.4 $121,879 - $133,891	-497 Reduced 9.38%	4,800 $1.28 Million
Q1 2024 Apr 18, 2024	SELL	$232.77 - $260.14 $81,935 - $91,569	-352 Reduced 6.23%	5,297 $1.38 Million
Q4 2023 Feb 06, 2024	BUY	$203.12 - $238.25 $25,186 - $29,543	124 Added 2.24%	5,649 $1.34 Million
Q3 2023 Oct 18, 2023	SELL	$211.41 - $228.35 $82,238 - $88,828	-389 Reduced 6.58%	5,525 $1.17 Million
Q2 2023 Jul 20, 2023	SELL	$200.75 - $220.28 $5,219 - $5,727	-26 Reduced 0.44%	5,914 $1.3 Million
Q1 2023 May 01, 2023	BUY	$189.85 - $210.01 $75,560 - $83,583	398 Added 7.18%	5,940 $1.21 Million
Q4 2022 Jan 23, 2023	BUY	$179.3 - $204.18 $4,482 - $5,104	25 Added 0.45%	5,542 $0
Q2 2022 Jul 25, 2022	SELL	$183.02 - $230.52 $485,735 - $611,800	-2,654 Reduced 32.48%	5,517 $1.04 Million
Q1 2022 May 03, 2022	SELL	$209.9 - $242.97 $191,428 - $221,588	-912 Reduced 10.04%	8,171 $1.86 Million
Q4 2021 Jan 28, 2022	SELL	$221.73 - $242.96 $13,968 - $15,306	-63 Reduced 0.69%	9,083 $2.19 Million
Q3 2021 Nov 01, 2021	SELL	$219.23 - $234.37 $347,698 - $371,710	-1,586 Reduced 14.78%	9,146 $2.03 Million
Q1 2021 May 04, 2021	SELL	$191.87 - $208.85 $29,739 - $32,371	-155 Reduced 1.42%	10,732 $2.22 Million
Q4 2020 Jan 20, 2021	BUY	$166.99 - $194.64 $333 - $389	2 Added 0.02%	10,887 $2.12 Million
Q3 2020 Oct 15, 2020	SELL	$157.44 - $181.24 $47,389 - $54,553	-301 Reduced 2.69%	10,885 $1.85 Million
Q2 2020 Aug 03, 2020	BUY	$122.96 - $164.1 $491 - $656	4 Added 0.04%	11,186 $1.75 Million
Q1 2020 Apr 22, 2020	BUY	$111.91 - $172.17 $80,015 - $123,101	715 Added 6.83%	11,182 $1.44 Million
Q4 2019 Jan 15, 2020	SELL	$146.61 - $164.29 $192,645 - $215,877	-1,314 Reduced 11.15%	10,467 $1.71 Million
Q3 2019 Oct 11, 2019	SELL	$150.3 - $153.62 $3.32 Million - $3.4 Million	-22,109 Reduced 65.24%	11,781 $1.78 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-494 Reduced 1.44%	33,890 $5.09 Million
Q1 2019 May 07, 2019	BUY	N/A	1,018 Added 3.05%	34,384 $4.98 Million
Q4 2018 Feb 07, 2019	BUY	N/A	1,658 Added 5.23%	33,366 $4.26 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,130 Added 7.2%	31,708 $4.74 Million
Q2 2018 Aug 14, 2018	BUY	N/A	3,914 Added 15.25%	29,578 $4.15 Million
Q3 2017 Feb 15, 2018	BUY	N/A	25,664	25,664 $3.32 Million

Others Institutions Holding VTI

# of Institutions

2,928

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Measured Wealth Private Client Group, LLC Vanguard Total Stock Market Et Transaction History