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

Peak Financial Management, Inc.

$308 Million
Q2 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 102,524 shares of VTI stock, worth $28.9 Million. This represents 8.9% of its overall portfolio holdings.

Number of Shares

102,524

Previous 103,276 0.73%

Holding current value

$28.9 Million

Previous $26.8 Million 2.18%

% of portfolio

8.9%

Previous 8.85%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,929

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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