Sequoia Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,982,032 shares of VTI stock, worth $894 Million. This represents 9.45% of its overall portfolio holdings.

Number of Shares
2,982,032
Previous 2,931,255 1.73%
Holding current value
$894 Million
Previous $784 Million 7.68%
% of portfolio
9.45%
Previous 9.73%

Shares

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

Oct 21, 2024
BUY
$255.18 - $283.2 $13 Million - $14.4 Million
50,777 Added 1.73%
2,982,032 $844 Million
Q2 2024

Jul 15, 2024
BUY
$245.23 - $269.4 $28.1 Million - $30.9 Million
114,647 Added 4.07%
2,931,255 $784 Million
Q1 2024

Apr 30, 2024
BUY
$232.77 - $260.14 $26.6 Million - $29.8 Million
114,402 Added 4.23%
2,816,608 $732 Million
Q4 2023

Jan 25, 2024
BUY
$203.12 - $238.25 $45.2 Million - $53 Million
222,507 Added 8.97%
2,702,206 $641 Million
Q3 2023

Nov 08, 2023
BUY
$211.41 - $228.35 $2.33 Million - $2.51 Million
11,003 Added 0.45%
2,479,699 $527 Million
Q2 2023

Aug 08, 2023
BUY
$200.75 - $220.28 $42.8 Million - $47 Million
213,139 Added 9.45%
2,468,696 $544 Million
Q1 2023

Apr 24, 2023
BUY
$189.85 - $210.01 $10.3 Million - $11.4 Million
54,319 Added 2.47%
2,255,557 $460 Million
Q4 2022

Feb 10, 2023
SELL
$179.3 - $204.18 $203,326 - $231,540
-1,134 Reduced 0.05%
2,201,238 $421 Million
Q4 2022

Jan 17, 2023
BUY
$179.3 - $204.18 $30.1 Million - $34.3 Million
167,947 Added 8.26%
2,202,372 $0
Q3 2022

Oct 26, 2022
SELL
$179.47 - $216.24 $1.78 Million - $2.14 Million
-9,891 Reduced 0.48%
2,034,425 $365 Million
Q2 2022

Jul 22, 2022
BUY
$183.02 - $230.52 $2.01 Million - $2.53 Million
10,988 Added 0.54%
2,044,316 $386 Million
Q1 2022

May 13, 2022
BUY
$209.9 - $242.97 $42.5 Million - $49.2 Million
202,296 Added 11.05%
2,033,328 $463 Million
Q4 2021

Feb 11, 2022
BUY
$221.73 - $242.96 $259 Million - $284 Million
1,168,628 Added 176.42%
1,831,032 $442 Million
Q3 2021

Oct 26, 2021
SELL
$219.23 - $234.37 $237 Million - $253 Million
-1,079,049 Reduced 61.96%
662,404 $147 Million
Q2 2021

Jul 27, 2021
SELL
$209.28 - $222.82 $16 Million - $17 Million
-76,519 Reduced 4.21%
1,741,453 $388 Million
Q1 2021

May 14, 2021
BUY
$191.87 - $208.85 $20.4 Million - $22.2 Million
106,518 Added 6.22%
1,817,972 $376 Million
Q4 2020

Feb 12, 2021
BUY
$166.99 - $194.64 $10.3 Million - $12 Million
61,818 Added 3.75%
1,711,454 $333 Million
Q3 2020

Oct 23, 2020
BUY
$157.44 - $181.24 $8.37 Million - $9.64 Million
53,182 Added 3.33%
1,649,636 $281 Million
Q2 2020

Aug 25, 2020
BUY
$122.96 - $164.1 $196 Million - $262 Million
1,596,454 New
1,596,454 $250 Million
Q2 2020

Aug 11, 2020
SELL
$122.96 - $164.1 $181 Million - $242 Million
-1,474,095 Closed
0 $250 Million
Q1 2020

May 11, 2020
BUY
$111.91 - $172.17 $24.3 Million - $37.4 Million
217,185 Added 17.28%
1,474,095 $190 Million
Q4 2019

Feb 13, 2020
BUY
$146.61 - $164.29 $12.1 Million - $13.6 Million
82,511 Added 7.03%
1,256,910 $206 Million
Q3 2019

Oct 22, 2019
BUY
$150.3 - $153.62 $27.7 Million - $28.3 Million
184,238 Added 18.61%
1,174,399 $177 Million
Q2 2019

Jul 31, 2019
BUY
N/A
83,977 Added 9.27%
990,161 $149 Million
Q1 2019

May 13, 2019
BUY
N/A
247,950 Added 37.67%
906,184 $131 Million
Q4 2018

Feb 14, 2019
BUY
N/A
83,619 Added 14.55%
658,234 $84 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-49,407 Reduced 7.92%
574,615 $86 Million
Q2 2018

Aug 14, 2018
BUY
N/A
7,915 Added 1.28%
624,022 $87.6 Million
Q1 2018

May 14, 2018
BUY
N/A
37,970 Added 6.57%
616,107 $83.6 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-29,248 Reduced 4.82%
578,137 $79.3 Million
Q3 2017

Nov 13, 2017
BUY
N/A
31,081 Added 5.39%
607,385 $78.7 Million
Q2 2017

Aug 09, 2017
BUY
N/A
576,304
576,304 $71.7 Million

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
454M
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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email