Strategic Financial Concepts, LLC Vanguard Total Stock Market Et Transaction History

Strategic Financial Concepts, LLC

$415 Billion
Q1 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 35,207 shares of VTI stock, worth $9.58 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

35,207

Previous 4,247 728.99%

Holding current value

$9.58 Million

Previous $1.01 Billion 808.19%

% of portfolio

2.2%

Previous 0.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$232.77 - $260.14 $7.21 Million - $8.05 Million	30,960 Added 728.99%	35,207 $9.15 Billion
Q4 2023 Jan 18, 2024	SELL	$203.12 - $238.25 $4.98 Million - $5.85 Million	-24,539 Reduced 85.25%	4,247 $1.01 Billion
Q3 2023 Nov 07, 2023	BUY	$211.41 - $228.35 $948,596 - $1.02 Million	4,487 Added 18.47%	28,786 $6.11 Billion
Q2 2023 Sep 06, 2023	BUY	$200.75 - $220.28 $490,432 - $538,144	2,443 Added 11.18%	24,299 $5.35 Billion
Q1 2023 Sep 06, 2023	BUY	$189.85 - $210.01 $4.15 Million - $4.59 Million	21,856 New	21,856 $4.46 Billion

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

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Vanguard Total Stock Market Et Transaction History