Monograph Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Monograph Wealth Advisors, LLC

$690 Million
Q1 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 42,941 shares of VTI stock, worth $12.4 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

42,941

Previous 37,062 15.86%

Holding current value

$12.4 Million

Previous $10.7 Million 9.88%

% of portfolio

1.71%

Previous 1.52%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$271.18 - $303.12 $1.59 Million - $1.78 Million	5,879 Added 15.86%	42,941 $11.8 Million
Q4 2024 Feb 14, 2025	BUY	$280.04 - $302.45 $19,882 - $21,473	71 Added 0.19%	37,062 $10.7 Million
Q3 2024 Nov 14, 2024	BUY	$255.18 - $283.2 $11,227 - $12,460	44 Added 0.12%	36,991 $10.5 Million
Q2 2024 Aug 14, 2024	SELL	$245.23 - $269.4 $1.68 Million - $1.85 Million	-6,850 Reduced 15.64%	36,947 $9.88 Million
Q1 2024 May 14, 2024	SELL	$232.77 - $260.14 $18,621 - $20,811	-80 Reduced 0.18%	43,797 $11.4 Million
Q4 2023 Feb 14, 2024	BUY	$203.12 - $238.25 $2.52 Million - $2.96 Million	12,419 Added 39.48%	43,877 $10.4 Million
Q3 2023 Nov 15, 2023	BUY	$211.41 - $228.35 $9,724 - $10,504	46 Added 0.15%	31,458 $6.68 Million
Q2 2023 Aug 11, 2023	SELL	$200.75 - $220.28 $53,801 - $59,035	-268 Reduced 0.85%	31,412 $6.92 Million
Q1 2023 May 09, 2023	BUY	$189.85 - $210.01 $151,690 - $167,797	799 Added 2.59%	31,680 $6.47 Million
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $11,116 - $12,659	62 Added 0.2%	30,881 $5.9 Million
Q3 2022 Nov 15, 2022	BUY	$179.47 - $216.24 $221,286 - $266,623	1,233 Added 4.17%	30,819 $5.53 Million
Q2 2022 Aug 10, 2022	SELL	$183.02 - $230.52 $339,868 - $428,075	-1,857 Reduced 5.91%	29,586 $5.58 Million
Q1 2022 May 13, 2022	BUY	$209.9 - $242.97 $7,136 - $8,260	34 Added 0.11%	31,443 $7.16 Million
Q4 2021 Feb 10, 2022	BUY	$221.73 - $242.96 $6.96 Million - $7.63 Million	31,409 New	31,409 $7.58 Million

Others Institutions Holding VTI

# of Institutions

3,446

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

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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Monograph Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History