Palumbo Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Palumbo Wealth Management LLC

$259 Million
Q4 2024

A detailed history of Palumbo Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,272 shares of VTI stock, worth $678,419. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,272

Previous 2,265 0.31%

Holding current value

$678,419

Previous $641,000 2.65%

% of portfolio

0.25%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$280.04 - $302.45 $1,960 - $2,117	7 Added 0.31%	2,272 $658,000
Q3 2024 Oct 28, 2024	BUY	$255.18 - $283.2 $3,572 - $3,964	14 Added 0.62%	2,265 $641,000
Q2 2024 Aug 02, 2024	SELL	$245.23 - $269.4 $14,959 - $16,433	-61 Reduced 2.64%	2,251 $602,000
Q1 2024 Apr 15, 2024	BUY	$232.77 - $260.14 $18,621 - $20,811	80 Added 3.58%	2,312 $600,000
Q4 2023 Jan 22, 2024	BUY	$203.12 - $238.25 $7,921 - $9,291	39 Added 1.78%	2,232 $529,000
Q3 2023 Oct 16, 2023	BUY	$211.41 - $228.35 $1,902 - $2,055	9 Added 0.41%	2,193 $465,000
Q2 2023 Jul 26, 2023	BUY	$200.75 - $220.28 $1,606 - $1,762	8 Added 0.37%	2,184 $481,000
Q1 2023 May 04, 2023	SELL	$189.85 - $210.01 $759 - $840	-4 Reduced 0.18%	2,176 $444,000
Q4 2022 Feb 13, 2023	BUY	$179.3 - $204.18 $1,793 - $2,041	10 Added 0.46%	2,180 $416,000
Q3 2022 Nov 14, 2022	BUY	$179.47 - $216.24 $1,615 - $1,946	9 Added 0.42%	2,170 $389,000
Q2 2022 Aug 12, 2022	BUY	$183.02 - $230.52 $140,193 - $176,578	766 Added 54.91%	2,161 $408,000
Q1 2022 May 10, 2022	BUY	$209.9 - $242.97 $839 - $971	4 Added 0.29%	1,395 $318,000
Q4 2021 Feb 16, 2022	BUY	$221.73 - $242.96 $1,108 - $1,214	5 Added 0.36%	1,391 $336,000
Q3 2021 Nov 12, 2021	BUY	$219.23 - $234.37 $876 - $937	4 Added 0.29%	1,386 $308,000
Q2 2021 Aug 16, 2021	SELL	$209.28 - $222.82 $7,534 - $8,021	-36 Reduced 2.54%	1,382 $308,000
Q1 2021 May 17, 2021	BUY	$191.87 - $208.85 $767 - $835	4 Added 0.28%	1,418 $293,000
Q4 2020 May 17, 2021	BUY	$166.99 - $194.64 $236,123 - $275,220	1,414 New	1,414 $275,000

Others Institutions Holding VTI

# of Institutions

3,140

Shares Held

475M

Call Options Held

1.8M

Put Options Held

620K

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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Palumbo Wealth Management LLC Vanguard Total Stock Market Et Transaction History