Peak Financial Management, Inc. Vanguard Total Stock Market Et Transaction History

Peak Financial Management, Inc.

  • $336 Million
  • Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Peak Financial Management, Inc. holds 101,846 shares of VTI stock, worth $29.6 Million. This represents 8.57% of its overall portfolio holdings.

Number of Shares
101,846
Previous 102,524 0.66%
Holding current value
$29.6 Million
Previous $27.4 Million 5.15%
% of portfolio
8.57%
Previous 8.9%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$255.18 - $283.2 $173,012 - $192,009
-678 Reduced 0.66%
101,846 $28.8 Million
Q2 2024

Jul 22, 2024
SELL
$245.23 - $269.4 $184,412 - $202,588
-752 Reduced 0.73%
102,524 $27.4 Million
Q1 2024

Apr 22, 2024
SELL
$232.77 - $260.14 $64,011 - $71,538
-275 Reduced 0.27%
103,276 $26.8 Million
Q4 2023

Jan 18, 2024
SELL
$203.12 - $238.25 $313,414 - $367,619
-1,543 Reduced 1.47%
103,551 $24.6 Million
Q3 2023

Oct 24, 2023
SELL
$211.41 - $228.35 $63,000 - $68,048
-298 Reduced 0.28%
105,094 $22.3 Million
Q2 2023

Jul 26, 2023
SELL
$200.75 - $220.28 $355,528 - $390,115
-1,771 Reduced 1.65%
105,392 $23.2 Million
Q1 2023

Apr 24, 2023
SELL
$189.85 - $210.01 $157,005 - $173,678
-827 Reduced 0.77%
107,163 $21.9 Million
Q4 2022

Jan 27, 2023
SELL
$179.3 - $204.18 $841,992 - $958,829
-4,696 Reduced 4.17%
107,990 $20.6 Million
Q3 2022

Oct 28, 2022
SELL
$179.47 - $216.24 $415,831 - $501,028
-2,317 Reduced 2.01%
112,686 $20.2 Million
Q2 2022

Jul 29, 2022
SELL
$183.02 - $230.52 $214,133 - $269,708
-1,170 Reduced 1.01%
115,003 $21.7 Million
Q1 2022

Apr 20, 2022
SELL
$209.9 - $242.97 $350,533 - $405,759
-1,670 Reduced 1.42%
116,173 $26.4 Million
Q4 2021

Jan 27, 2022
SELL
$221.73 - $242.96 $1.02 Million - $1.12 Million
-4,591 Reduced 3.75%
117,843 $28.5 Million
Q3 2021

Oct 19, 2021
SELL
$219.23 - $234.37 $132,414 - $141,559
-604 Reduced 0.49%
122,434 $27.2 Million
Q2 2021

Aug 04, 2021
SELL
$209.28 - $222.82 $333,801 - $355,397
-1,595 Reduced 1.28%
123,038 $27.4 Million
Q1 2021

Apr 29, 2021
SELL
$191.87 - $208.85 $921,167 - $1 Million
-4,801 Reduced 3.71%
124,633 $25.8 Million
Q4 2020

Jan 26, 2021
SELL
$166.99 - $194.64 $161,813 - $188,606
-969 Reduced 0.74%
129,434 $25.2 Million
Q3 2020

Oct 19, 2020
SELL
$157.44 - $181.24 $115,403 - $132,848
-733 Reduced 0.56%
130,403 $22.2 Million
Q2 2020

Aug 06, 2020
SELL
$122.96 - $164.1 $687,715 - $917,811
-5,593 Reduced 4.09%
131,136 $20.5 Million
Q1 2020

Apr 29, 2020
SELL
$111.91 - $172.17 $719,357 - $1.11 Million
-6,428 Reduced 4.49%
136,729 $17.6 Million
Q4 2019

Jan 31, 2020
SELL
$146.61 - $164.29 $365,205 - $409,246
-2,491 Reduced 1.71%
143,157 $23.4 Million
Q3 2019

Oct 29, 2019
BUY
$150.3 - $153.62 $72,144 - $73,737
480 Added 0.33%
145,648 $22 Million
Q2 2019

Aug 01, 2019
SELL
N/A
-2,313 Reduced 1.57%
145,168 $21.8 Million
Q1 2019

May 01, 2019
SELL
N/A
-3,328 Reduced 2.21%
147,481 $21.3 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-84 Reduced 0.06%
150,809 $19.2 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-3,214 Reduced 2.09%
150,893 $22.6 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-2,426 Reduced 1.55%
154,107 $21.6 Million
Q1 2018

May 08, 2018
SELL
N/A
-27,873 Reduced 15.12%
156,533 $21.2 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-8,766 Reduced 4.54%
184,406 $25.3 Million
Q3 2017

Oct 30, 2017
SELL
N/A
-8,695 Reduced 4.31%
193,172 $25 Million
Q2 2017

Aug 14, 2017
BUY
N/A
201,867
201,867 $25.1 Million

Others Institutions Holding VTI

# of Institutions
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email