Spartan Planning & Wealth Management Vanguard Total Stock Market Et Transaction History

Spartan Planning & Wealth Management

$89.6 Million
Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 4,067 shares of VTI stock, worth $1.18 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

4,067

Previous 2,489 63.4%

Holding current value

$1.18 Million

Previous $528,000 82.58%

% of portfolio

1.08%

Previous 0.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	BUY	$203.12 - $238.25 $320,523 - $375,958	1,578 Added 63.4%	4,067 $964,000
Q3 2023 Nov 17, 2023	BUY	$211.41 - $228.35 $229,168 - $247,531	1,084 Added 77.15%	2,489 $528,000
Q4 2022 Feb 01, 2023	BUY	$179.3 - $204.18 $76,740 - $87,389	428 Added 43.81%	1,405 $268,000
Q3 2022 Nov 01, 2022	BUY	$179.47 - $216.24 $7,358 - $8,865	41 Added 4.38%	977 $175,000
Q2 2022 Aug 10, 2022	SELL	$183.02 - $230.52 $5.86 Million - $7.38 Million	-32,003 Reduced 97.16%	936 $177,000
Q1 2022 May 16, 2022	BUY	$209.9 - $242.97 $6.91 Million - $8 Million	32,939 New	32,939 $0

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Spartan Planning & Wealth Management Vanguard Total Stock Market Et Transaction History