Smallwood Wealth Investment Management, LLC Vanguard Total Stock Market Et Transaction History

Smallwood Wealth Investment Management, LLC

  • $126 Million
  • Q2 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 27,341 shares of VTI stock, worth $7.41 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares
27,341
Previous 29,184 6.32%
Holding current value
$7.41 Million
Previous $7.58 Million 3.57%
% of portfolio
5.78%
Previous 5.92%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$245.23 - $269.4 $451,958 - $496,504
-1,843 Reduced 6.32%
27,341 $7.31 Million
Q1 2024

Apr 24, 2024
SELL
$232.77 - $260.14 $3,491 - $3,902
-15 Reduced 0.05%
29,184 $7.58 Million
Q4 2023

Jan 23, 2024
SELL
$203.12 - $238.25 $170,011 - $199,415
-837 Reduced 2.79%
29,199 $6.93 Million
Q3 2023

Oct 31, 2023
SELL
$211.41 - $228.35 $80,758 - $87,229
-382 Reduced 1.26%
30,036 $6.38 Million
Q2 2023

Jul 17, 2023
BUY
$200.75 - $220.28 $32,923 - $36,125
164 Added 0.54%
30,418 $6.7 Million
Q1 2023

Apr 25, 2023
SELL
$189.85 - $210.01 $3,037 - $3,360
-16 Reduced 0.05%
30,254 $6.17 Million
Q4 2022

Feb 14, 2023
SELL
$187.53 - $204.18 $186,779 - $203,363
-996 Reduced 3.19%
30,270 $5.79 Million
Q3 2022

Nov 14, 2022
BUY
N/A
9,393 Added 42.94%
31,266 $5.61 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-157 Reduced 0.71%
21,873 $4.13 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-536 Reduced 2.38%
22,030 $5.02 Million
Q4 2021

Apr 05, 2022
BUY
N/A
22,566 New
22,566 $5.45 Million

Others Institutions Holding VTI

# of Institutions
2,923
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
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
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