Olio Financial Planning Vanguard Total Stock Market Et Transaction History

Olio Financial Planning

$250 Million
Q2 2024

A detailed history of Olio Financial Planning transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Olio Financial Planning holds 228,999 shares of VTI stock, worth $61.8 Million. This represents 24.48% of its overall portfolio holdings.

Number of Shares

228,999

Previous 229,747 0.33%

Holding current value

$61.8 Million

Previous $59.7 Million 2.59%

% of portfolio

24.48%

Previous 23.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$245.23 - $269.4 $183,432 - $201,511	-748 Reduced 0.33%	228,999 $61.3 Million
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $81,469 - $91,049	-350 Reduced 0.15%	229,747 $59.7 Million
Q4 2023 Jan 10, 2024	SELL	$203.12 - $238.25 $874,431 - $1.03 Million	-4,305 Reduced 1.84%	230,097 $54.6 Million
Q3 2023 Oct 19, 2023	SELL	$211.41 - $228.35 $116,275 - $125,592	-550 Reduced 0.23%	234,402 $49.8 Million
Q2 2023 Jul 13, 2023	SELL	$200.75 - $220.28 $131,692 - $144,503	-656 Reduced 0.28%	234,952 $51.8 Million

Q1 2023 Apr 11, 2023	SELL	$189.85 - $210.01 $743,262 - $822,189	-3,915 Reduced 1.63%	235,608 $48.1 Million
Q4 2022 Jan 13, 2023	BUY	$187.53 - $204.18 $4.1 Million - $4.47 Million	21,886 Added 10.06%	239,523 $0
Q3 2022 Oct 18, 2022	SELL	N/A	-3,378 Reduced 1.53%	217,637 $39.1 Million
Q2 2022 Jul 15, 2022	BUY	N/A	38,696 Added 21.22%	221,015 $41.7 Million
Q1 2022 Apr 21, 2022	BUY	N/A	4,110 Added 2.31%	182,319 $41.5 Million
Q4 2021 Jan 31, 2022	BUY	N/A	178,209 New	178,209 $43 Million

Others Institutions Holding VTI

# of Institutions

2,873

Shares Held

458M

Call Options Held

824K

Put Options Held

439K

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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Olio Financial Planning Vanguard Total Stock Market Et Transaction History