National Wealth Management Group, LLC Vanguard Total Stock Market Et Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,806 shares of VTI stock, worth $2.77 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

9,806

Previous 10,657 7.99%

Holding current value

$2.77 Million

Previous $2.77 Billion 5.29%

% of portfolio

2.0%

Previous 2.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$245.23 - $269.4 $208,690 - $229,259	-851 Reduced 7.99%	9,806 $2.62 Billion
Q1 2024 May 17, 2024	SELL	$232.77 - $260.14 $29,096 - $32,517	-125 Reduced 1.16%	10,657 $2.77 Billion
Q4 2023 Feb 01, 2024	BUY	$203.12 - $238.25 $120,043 - $140,805	591 Added 5.8%	10,782 $2.56 Billion
Q3 2023 Nov 13, 2023	SELL	$211.41 - $228.35 $47,567 - $51,378	-225 Reduced 2.16%	10,191 $2.16 Billion
Q2 2023 Aug 09, 2023	SELL	$200.75 - $220.28 $351,312 - $385,490	-1,750 Reduced 14.38%	10,416 $2.31 Billion
Q1 2023 May 15, 2023	BUY	$189.85 - $210.01 $2.31 Million - $2.55 Million	12,166 New	12,166 $2.48 Billion
Q4 2022 Nov 17, 2023	SELL	$179.3 - $204.18 $133,937 - $152,522	-747 Reduced 6.39%	10,937 $2.09 Billion
Q3 2022 Nov 17, 2023	BUY	$179.47 - $216.24 $267,948 - $322,846	1,493 Added 14.65%	11,684 $2.1 Billion
Q2 2022 Nov 17, 2023	SELL	$183.02 - $230.52 $84,189 - $106,039	-460 Reduced 4.12%	10,718 $2.02 Billion
Q1 2022 Nov 17, 2023	SELL	$209.9 - $242.97 $53,524 - $61,957	-255 Reduced 2.23%	11,178 $2.54 Billion
Q4 2021 Nov 17, 2023	BUY	$221.73 - $242.96 $275,388 - $301,756	1,242 Added 12.19%	11,433 $2.76 Billion

Others Institutions Holding VTI

# of Institutions

2,989

Shares Held

461M

Call Options Held

647K

Put Options Held

433K

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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National Wealth Management Group, LLC Vanguard Total Stock Market Et Transaction History