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 $672,938. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,268
Previous 2,989 24.12%
Holding current value
$672,938
Previous $799,000 19.65%
% of portfolio
0.16%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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