Safeguard Investment Advisory Group, LLC Vanguard Total Stock Market Et Transaction History

Safeguard Investment Advisory Group, LLC

$364 Million
Q4 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,875 shares of VTI stock, worth $512,681. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,875

Previous 1,418 32.23%

Holding current value

$512,681

Previous $401,000 35.41%

% of portfolio

0.15%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$280.04 - $302.45 $127,978 - $138,219	457 Added 32.23%	1,875 $543,000
Q3 2024 Nov 14, 2024	BUY	$255.18 - $283.2 $3,062 - $3,398	12 Added 0.85%	1,418 $401,000
Q1 2024 May 13, 2024	SELL	$232.77 - $260.14 $64,011 - $71,538	-275 Reduced 16.36%	1,406 $365,000
Q4 2023 Jan 26, 2024	BUY	$203.12 - $238.25 $31,483 - $36,928	155 Added 10.16%	1,681 $398,000
Q3 2023 Nov 14, 2023	SELL	$211.41 - $228.35 $86,043 - $92,938	-407 Reduced 21.06%	1,526 $324,000
Q2 2023 Aug 01, 2023	BUY	$200.75 - $220.28 $65,645 - $72,031	327 Added 20.36%	1,933 $425,000
Q1 2023 May 04, 2023	SELL	$189.85 - $210.01 $47,842 - $52,922	-252 Reduced 13.56%	1,606 $327,000
Q4 2022 Jan 26, 2023	SELL	$179.3 - $204.18 $136,088 - $154,972	-759 Reduced 29.0%	1,858 $0
Q3 2022 Oct 25, 2022	BUY	$179.47 - $216.24 $235,464 - $283,706	1,312 Added 100.54%	2,617 $469,000
Q1 2022 May 04, 2022	BUY	$209.9 - $242.97 $2,308 - $2,672	11 Added 0.85%	1,305 $297,000
Q4 2021 Feb 03, 2022	BUY	$221.73 - $242.96 $665 - $728	3 Added 0.23%	1,294 $312,000
Q3 2021 Oct 20, 2021	SELL	$219.23 - $234.37 $9,646 - $10,312	-44 Reduced 3.3%	1,291 $286,000
Q2 2021 Jul 23, 2021	SELL	$209.28 - $222.82 $4,604 - $4,902	-22 Reduced 1.62%	1,335 $297,000
Q1 2021 May 10, 2021	BUY	$191.87 - $208.85 $575 - $626	3 Added 0.22%	1,357 $280,000
Q4 2020 Feb 18, 2021	BUY	$166.99 - $194.64 $226,104 - $263,542	1,354 New	1,354 $263,000

Others Institutions Holding VTI

# of Institutions

3,388

Shares Held

472M

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 Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Account

Safeguard Investment Advisory Group, LLC Vanguard Total Stock Market Et Transaction History