Occidental Asset Management, LLC Vanguard Total Stock Market Et Transaction History

Occidental Asset Management, LLC

  • $616 Million
  • Q3 2024

A detailed history of Occidental Asset Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Occidental Asset Management, LLC holds 1,291 shares of VTI stock, worth $386,861. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,291
Previous 800 61.38%
Holding current value
$386,861
Previous $214,000 70.56%
% of portfolio
0.06%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$255.18 - $283.2 $125,293 - $139,051
491 Added 61.38%
1,291 $365,000
Q2 2024

Jul 15, 2024
SELL
$245.23 - $269.4 $490 - $538
-2 Reduced 0.25%
800 $214,000
Q1 2024

Apr 16, 2024
BUY
$232.77 - $260.14 $186,681 - $208,632
802 New
802 $208,000
Q1 2022

May 04, 2022
SELL
$209.9 - $242.97 $179,464 - $207,739
-855 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$221.73 - $242.96 $189,579 - $207,730
855 New
855 $207,000

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
454M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

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

Track Occidental Asset Management, LLC Portfolio

Follow Occidental Asset Management, 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 Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email