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

Spartan Planning & Wealth Management

$112 Million
Q2 2025

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 1,009 shares of VTI stock, worth $313,869. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,009

Previous 780 29.36%

Holding current value

$313,869

Previous $213,000 43.66%

% of portfolio

0.27%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$243.75 - $303.93 $55,818 - $69,599	229 Added 29.36%	1,009 $306,000
Q1 2025 Apr 08, 2025	SELL	$271.18 - $303.12 $252,739 - $282,507	-932 Reduced 54.44%	780 $213,000
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

3,510

Shares Held

529M

Call Options Held

1.09M

Put Options Held

724K

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