Philip James Wealth Mangement, LLC Vanguard Total Stock Market Et Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 41,696 shares of VTI stock, worth $12.2 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
41,696
Previous 40,868 2.03%
Holding current value
$12.2 Million
Previous $10.9 Billion 7.99%
% of portfolio
1.45%
Previous 7.28%

Shares

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

Oct 31, 2024
BUY
$255.18 - $283.2 $211,289 - $234,489
828 Added 2.03%
41,696 $11.8 Billion
Q2 2024

Jul 23, 2024
BUY
$245.23 - $269.4 $703,319 - $772,639
2,868 Added 7.55%
40,868 $10.9 Billion
Q1 2024

Apr 29, 2024
BUY
$232.77 - $260.14 $422,244 - $471,893
1,814 Added 5.01%
38,000 $9.88 Billion
Q4 2023

Jan 29, 2024
BUY
$203.12 - $238.25 $7.35 Million - $8.62 Million
36,186 New
36,186 $8.58 Billion

Others Institutions Holding VTI

# of Institutions
3,045
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 Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email