Soundmark Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 2,663 shares of VTI stock, worth $724,655. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,663
Previous 2,627 1.37%
Holding current value
$724,655
Previous $623,000 11.08%
% of portfolio
0.31%
Previous 0.31%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$232.77 - $260.14 $8,379 - $9,365
36 Added 1.37%
2,663 $692,000
Q4 2023

Jan 09, 2024
SELL
$203.12 - $238.25 $216,525 - $253,974
-1,066 Reduced 28.87%
2,627 $623,000
Q3 2023

Oct 10, 2023
BUY
$211.41 - $228.35 $200,839 - $216,932
950 Added 34.63%
3,693 $784,000
Q2 2023

Jul 13, 2023
BUY
$200.75 - $220.28 $2,409 - $2,643
12 Added 0.44%
2,743 $604,000
Q1 2023

Apr 10, 2023
BUY
$189.85 - $210.01 $119,035 - $131,676
627 Added 29.8%
2,731 $557,000
Q4 2022

Jan 12, 2023
BUY
$187.53 - $204.18 $20,628 - $22,459
110 Added 5.52%
2,104 $0
Q3 2022

Oct 12, 2022
BUY
N/A
251 Added 14.4%
1,994 $358,000
Q2 2022

Jul 11, 2022
SELL
N/A
-3,813 Reduced 68.63%
1,743 $329,000
Q1 2022

Apr 11, 2022
BUY
N/A
282 Added 5.35%
5,556 $1.26 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-1,075 Reduced 16.93%
5,274 $1.27 Million
Q3 2021

Oct 13, 2021
BUY
N/A
18 Added 0.28%
6,349 $1.41 Million
Q2 2021

Jul 13, 2021
SELL
N/A
-50 Reduced 0.78%
6,331 $1.41 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-21 Reduced 0.33%
6,381 $1.32 Million
Q4 2020

Jan 27, 2021
BUY
N/A
6,402 New
6,402 $1.25 Million

Others Institutions Holding VTI

# of Institutions
2,849
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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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