Partners In Financial Planning Vanguard Total Stock Market Et Transaction History

Partners In Financial Planning

$490 Billion
Q4 2024

A detailed history of Partners In Financial Planning transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Partners In Financial Planning holds 35,977 shares of VTI stock, worth $9.97 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

35,977

Holding current value

$9.97 Million

% of portfolio

2.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$280.04 - $302.45 $10.1 Million - $10.9 Million	35,977 New	35,977 $10.4 Billion
Q3 2024 Feb 26, 2025	BUY	$255.18 - $283.2 $684,392 - $759,542	2,682 Added 8.14%	35,636 $10.1 Billion
Q2 2024 Feb 26, 2025	BUY	$245.23 - $269.4 $154,494 - $169,722	630 Added 1.95%	32,954 $8.82 Billion
Q1 2024 Feb 26, 2025	SELL	$232.77 - $260.14 $221,131 - $247,133	-950 Reduced 2.86%	32,324 $8.4 Billion
Q4 2023 Feb 26, 2025	SELL	$203.12 - $238.25 $89,169 - $104,591	-439 Reduced 1.3%	33,274 $7.89 Billion
Q3 2023 Mar 04, 2025	SELL	$211.41 - $228.35 $606,323 - $654,907	-2,868 Reduced 7.97%	33,109 $7.03 Billion
Q2 2023 Feb 26, 2025	SELL	$200.75 - $220.28 $71,868 - $78,860	-358 Reduced 1.05%	33,713 $7.43 Billion
Q1 2023 Feb 26, 2025	SELL	$189.85 - $210.01 $361,854 - $400,279	-1,906 Reduced 5.3%	34,071 $6.95 Billion

Others Institutions Holding VTI

# of Institutions

3,380

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

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 Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Vanguard Total Stock Market Et Transaction History