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

Spartan Planning & Wealth Management

$106 Million
Q4 2024

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 1,712 shares of VTI stock, worth $502,831. This represents 0.47% of its overall portfolio holdings.

Number of Shares

1,712

Previous 4,067 57.91%

Holding current value

$502,831

Previous $964,000 48.55%

% of portfolio

0.47%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$280.04 - $302.45 $659,494 - $712,269	-2,355 Reduced 57.91%	1,712 $496,000
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

3,072

Shares Held

454M

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