Olio Financial Planning Vanguard Total Stock Market Et Transaction History

Olio Financial Planning

$317 Million
Q2 2025

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 129,912 shares of VTI stock, worth $40.7 Million. This represents 12.47% of its overall portfolio holdings.

Number of Shares

129,912

Previous 134,946 3.73%

Holding current value

$40.7 Million

Previous $36.9 Million 7.01%

% of portfolio

12.47%

Previous 12.82%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$243.75 - $303.93 $1.23 Million - $1.53 Million	-5,034 Reduced 3.73%	129,912 $39.5 Million
Q1 2025 Apr 11, 2025	SELL	$271.18 - $303.12 $2.53 Million - $2.83 Million	-9,333 Reduced 6.47%	134,946 $36.9 Million
Q4 2024 Jan 21, 2025	SELL	$280.04 - $302.45 $23.9 Million - $25.8 Million	-85,468 Reduced 37.2%	144,279 $41.8 Million
Q3 2024 Oct 15, 2024	BUY	$255.18 - $283.2 $190,874 - $211,833	748 Added 0.33%	229,747 $65.1 Million
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	$179.3 - $204.18 $3.92 Million - $4.47 Million	21,886 Added 10.06%	239,523 $0
Q3 2022 Oct 18, 2022	SELL	$179.47 - $216.24 $606,249 - $730,458	-3,378 Reduced 1.53%	217,637 $39.1 Million
Q2 2022 Jul 15, 2022	BUY	$183.02 - $230.52 $7.08 Million - $8.92 Million	38,696 Added 21.22%	221,015 $41.7 Million
Q1 2022 Apr 21, 2022	BUY	$209.9 - $242.97 $862,689 - $998,606	4,110 Added 2.31%	182,319 $41.5 Million
Q4 2021 Jan 31, 2022	BUY	$221.73 - $242.96 $39.5 Million - $43.3 Million	178,209 New	178,209 $43 Million

Others Institutions Holding VTI

# of Institutions

3,541

Shares Held

681M

Call Options Held

1.46M

Put Options Held

2.24M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Account

Olio Financial Planning Vanguard Total Stock Market Et Transaction History