Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Total Stock Market Et Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 2,268 shares of VTI stock, worth $665,159. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,268

Previous 2,989 24.12%

Holding current value

$665,159

Previous $799,000 19.65%

% of portfolio

0.16%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$255.18 - $283.2 $183,984 - $204,187	-721 Reduced 24.12%	2,268 $642,000
Q2 2024 Aug 02, 2024	BUY	$245.23 - $269.4 $304,575 - $334,594	1,242 Added 71.09%	2,989 $799,000
Q4 2023 Feb 02, 2024	SELL	$203.12 - $238.25 $4,062 - $4,765	-20 Reduced 1.13%	1,747 $414,000
Q1 2023 Apr 27, 2023	SELL	$189.85 - $210.01 $189 - $210	-1 Reduced 0.06%	1,767 $360,000
Q4 2022 Feb 08, 2023	BUY	$179.3 - $204.18 $19,185 - $21,847	107 Added 6.44%	1,768 $338,000
Q3 2022 Nov 04, 2022	BUY	$179.47 - $216.24 $56,712 - $68,331	316 Added 23.49%	1,661 $298,000
Q1 2022 May 11, 2022	BUY	$209.9 - $242.97 $282,315 - $326,794	1,345 New	1,345 $306,000

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

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Total Stock Market Et Transaction History