A detailed history of Optimum Investment Advisors transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Optimum Investment Advisors holds 2,180 shares of VTI stock, worth $639,350. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,180
Previous 2,180 -0.0%
Holding current value
$639,350
Previous $583,000 5.83%
% of portfolio
0.27%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$245.23 - $269.4 $7,356 - $8,081
30 Added 1.4%
2,180 $583,000
Q3 2023

Oct 13, 2023

SELL
$211.41 - $228.35 $8,879 - $9,590
-42 Reduced 1.92%
2,150 $456,000
Q4 2021

Mar 17, 2022

SELL
$221.73 - $242.96 $221 - $242
-1 Reduced 0.05%
2,192 $529,000
Q4 2020

Jan 21, 2021

BUY
$166.99 - $194.64 $166 - $194
1 Added 0.05%
2,193 $427,000
Q1 2020

Apr 21, 2020

SELL
$111.91 - $172.17 $6,266 - $9,641
-56 Reduced 2.49%
2,192 $283,000
Q4 2019

Jan 22, 2020

SELL
$146.61 - $164.29 $121,686 - $136,360
-830 Reduced 26.97%
2,248 $368,000
Q3 2019

Oct 17, 2019

BUY
$150.3 - $153.62 $99,198 - $101,389
660 Added 27.3%
3,078 $465,000
Q2 2018

Oct 05, 2018

SELL
N/A
-10 Reduced 0.41%
2,418 $340,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,428
2,428 $302,000

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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