Simpli Fi, Inc. Vanguard Total Stock Market Et Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Simpli Fi, Inc. holds 4,427 shares of VTI stock, worth $1.21 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,427

Previous 4,259 3.94%

Holding current value

$1.21 Million

Previous $1.21 Million 6.39%

% of portfolio

0.59%

Previous 0.55%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$280.04 - $302.45 $47,046 - $50,811	168 Added 3.94%	4,427 $1.28 Million
Q3 2024 Oct 22, 2024	SELL	$255.18 - $283.2 $30,621 - $33,984	-120 Reduced 2.74%	4,259 $1.21 Million
Q2 2024 Jul 25, 2024	BUY	$245.23 - $269.4 $120,162 - $132,006	490 Added 12.6%	4,379 $1.17 Million
Q1 2024 Apr 22, 2024	BUY	$232.77 - $260.14 $3,026 - $3,381	13 Added 0.34%	3,889 $1.01 Million
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $80,124 - $86,544	379 Added 10.84%	3,876 $823,000
Q2 2023 Jul 17, 2023	BUY	$200.75 - $220.28 $130,086 - $142,741	648 Added 22.74%	3,497 $770,000
Q1 2023 Apr 19, 2023	BUY	$189.85 - $210.01 $202,569 - $224,080	1,067 Added 59.88%	2,849 $581,000
Q4 2022 Jan 23, 2023	SELL	$179.3 - $204.18 $31,556 - $35,935	-176 Reduced 8.99%	1,782 $0
Q3 2022 Oct 18, 2022	BUY	$179.47 - $216.24 $8,255 - $9,947	46 Added 2.41%	1,958 $351,000
Q2 2022 Jul 20, 2022	BUY	$183.02 - $230.52 $14,458 - $18,211	79 Added 4.31%	1,912 $361,000
Q1 2022 Apr 14, 2022	BUY	$209.9 - $242.97 $3,778 - $4,373	18 Added 0.99%	1,833 $417,000
Q4 2021 Jan 20, 2022	BUY	$221.73 - $242.96 $20,842 - $22,838	94 Added 5.46%	1,815 $438,000
Q3 2021 Oct 14, 2021	BUY	$219.23 - $234.37 $2,411 - $2,578	11 Added 0.64%	1,721 $382,000
Q2 2021 Jul 21, 2021	SELL	$209.28 - $222.82 $200,280 - $213,238	-957 Reduced 35.88%	1,710 $381,000
Q1 2021 Apr 14, 2021	SELL	$191.87 - $208.85 $150,234 - $163,529	-783 Reduced 22.7%	2,667 $551,000
Q4 2020 Jan 28, 2021	SELL	$166.99 - $194.64 $26,384 - $30,753	-158 Reduced 4.38%	3,450 $671,000
Q3 2020 Oct 23, 2020	SELL	$157.44 - $181.24 $6,140 - $7,068	-39 Reduced 1.07%	3,608 $614,000
Q2 2020 Jul 13, 2020	BUY	$122.96 - $164.1 $448,435 - $598,472	3,647 New	3,647 $571,000

Others Institutions Holding VTI

# of Institutions

3,391

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 Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account