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%

Shares

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

About VANGUARD TOTAL STOCK MARKET ET


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