Phillips Financial Management, LLC Vanguard Total Stock Market Et Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Phillips Financial Management, LLC holds 27,859 shares of VTI stock, worth $7.6 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
27,859
Previous 28,069 0.75%
Holding current value
$7.6 Million
Previous $8.13 Million 5.88%
% of portfolio
0.62%
Previous 0.66%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$271.18 - $303.12 $56,947 - $63,655
-210 Reduced 0.75%
27,859 $7.66 Million
Q4 2024

Feb 10, 2025
SELL
$280.04 - $302.45 $22,403 - $24,196
-80 Reduced 0.28%
28,069 $8.13 Million
Q3 2024

Nov 07, 2024
BUY
$255.18 - $283.2 $149,535 - $165,955
586 Added 2.13%
28,149 $7.97 Million
Q2 2024

Aug 08, 2024
SELL
$245.23 - $269.4 $104,958 - $115,303
-428 Reduced 1.53%
27,563 $7.37 Million
Q1 2024

Apr 23, 2024
SELL
$232.77 - $260.14 $115,686 - $129,289
-497 Reduced 1.74%
27,991 $7.27 Million
Q4 2023

Jan 25, 2024
SELL
$203.12 - $238.25 $46,920 - $55,035
-231 Reduced 0.8%
28,488 $6.76 Million
Q3 2023

Nov 09, 2023
SELL
$211.41 - $228.35 $166,802 - $180,168
-789 Reduced 2.67%
28,719 $6.1 Million
Q2 2023

Aug 11, 2023
SELL
$200.75 - $220.28 $53,198 - $58,374
-265 Reduced 0.89%
29,508 $6.5 Million
Q1 2023

May 08, 2023
SELL
$189.85 - $210.01 $38,349 - $42,422
-202 Reduced 0.67%
29,773 $6.08 Million
Q4 2022

Jan 24, 2023
SELL
$179.3 - $204.18 $16,495 - $18,784
-92 Reduced 0.31%
29,975 $0
Q3 2022

Nov 08, 2022
SELL
$179.47 - $216.24 $4,845 - $5,838
-27 Reduced 0.09%
30,067 $5.4 Million
Q2 2022

Jul 22, 2022
SELL
$183.02 - $230.52 $6,405 - $8,068
-35 Reduced 0.12%
30,094 $5.68 Million
Q1 2022

May 06, 2022
SELL
$209.9 - $242.97 $475,423 - $550,327
-2,265 Reduced 6.99%
30,129 $6.86 Million
Q4 2021

Feb 07, 2022
BUY
$221.73 - $242.96 $698,227 - $765,081
3,149 Added 10.77%
32,394 $7.82 Million
Q3 2021

Nov 09, 2021
BUY
$219.23 - $234.37 $3.59 Million - $3.83 Million
16,358 Added 126.93%
29,245 $6.49 Million
Q2 2021

Aug 10, 2021
SELL
$209.28 - $222.82 $61,528 - $65,509
-294 Reduced 2.23%
12,887 $2.87 Million
Q1 2021

May 17, 2021
BUY
$191.87 - $208.85 $23,024 - $25,062
120 Added 0.92%
13,181 $2.72 Million
Q4 2020

Feb 16, 2021
BUY
$166.99 - $194.64 $36,570 - $42,626
219 Added 1.71%
13,061 $2.54 Million
Q3 2020

Nov 06, 2020
SELL
$157.44 - $181.24 $22,828 - $26,279
-145 Reduced 1.12%
12,842 $2.19 Million
Q2 2020

Aug 07, 2020
BUY
$122.96 - $164.1 $68,980 - $92,060
561 Added 4.51%
12,987 $2.03 Million
Q1 2020

May 15, 2020
SELL
$111.91 - $172.17 $41,406 - $63,702
-370 Reduced 2.89%
12,426 $1.53 Million
Q4 2019

Feb 19, 2020
SELL
$146.61 - $164.29 $105,559 - $118,288
-720 Reduced 5.33%
12,796 $2.09 Million
Q3 2019

Nov 12, 2019
BUY
$150.3 - $153.62 $1,052 - $1,075
7 Added 0.05%
13,516 $2.04 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-29 Reduced 0.21%
13,509 $2.04 Million
Q1 2019

May 07, 2019
SELL
N/A
-303 Reduced 2.19%
13,538 $1.98 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-602 Reduced 4.17%
13,841 $1.77 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,235 Reduced 7.88%
14,443 $2.17 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-193 Reduced 1.22%
15,678 $2.21 Million
Q1 2018

May 11, 2018
SELL
N/A
-474 Reduced 2.9%
15,871 $2.13 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-403 Reduced 2.41%
16,345 $2.29 Million
Q3 2017

Nov 14, 2017
BUY
N/A
16,748
16,748 $2.17 Million

Others Institutions Holding VTI

# of Institutions
3,419
Shares Held
463M
Call Options Held
1.31M
Put Options Held
1.13M
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
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