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 36,991 shares of VTI stock, worth $10.8 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
36,991
Previous 36,947 0.12%
Holding current value
$10.8 Million
Previous $9.88 Million 5.98%
% of portfolio
1.44%
Previous 1.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD TOTAL STOCK MARKET ET


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

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, 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 Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.