Strategic Financial Planning, Inc. Vanguard Total Stock Market Et Transaction History

Strategic Financial Planning, Inc.

$151 Million
Q3 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 16,510 shares of VTI stock, worth $4.84 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

16,510

Previous 13,431 22.92%

Holding current value

$4.84 Million

Previous $3.59 Million 30.12%

% of portfolio

3.09%

Previous 2.59%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$255.18 - $283.2 $785,699 - $871,972	3,079 Added 22.92%	16,510 $4.67 Million
Q2 2024 Aug 09, 2024	SELL	$245.23 - $269.4 $36,539 - $40,140	-149 Reduced 1.1%	13,431 $3.59 Million
Q1 2024 Apr 22, 2024	SELL	$232.77 - $260.14 $15,828 - $17,689	-68 Reduced 0.5%	13,580 $3.53 Million
Q4 2023 Feb 12, 2024	SELL	$203.12 - $238.25 $11,171 - $13,103	-55 Reduced 0.4%	13,648 $3.24 Million
Q3 2023 Nov 09, 2023	SELL	$211.41 - $228.35 $40,379 - $43,614	-191 Reduced 1.37%	13,703 $2.91 Million
Q2 2023 Aug 10, 2023	SELL	$200.75 - $220.28 $7,829 - $8,590	-39 Reduced 0.28%	13,894 $3.06 Million
Q1 2023 May 10, 2023	SELL	$189.85 - $210.01 $24,870 - $27,511	-131 Reduced 0.93%	13,933 $2.84 Million
Q4 2022 Feb 14, 2023	SELL	$179.3 - $204.18 $641,176 - $730,147	-3,576 Reduced 20.27%	14,064 $2.69 Million
Q3 2022 Nov 14, 2022	SELL	$179.47 - $216.24 $73,044 - $88,009	-407 Reduced 2.26%	17,640 $3.17 Million
Q2 2022 Aug 03, 2022	BUY	$183.02 - $230.52 $649,171 - $817,654	3,547 Added 24.46%	18,047 $3.4 Million
Q1 2022 May 05, 2022	SELL	$209.9 - $242.97 $40,720 - $47,136	-194 Reduced 1.32%	14,500 $3.3 Million
Q4 2021 Feb 07, 2022	SELL	$221.73 - $242.96 $3,769 - $4,130	-17 Reduced 0.12%	14,694 $3.55 Million
Q3 2021 Nov 09, 2021	BUY	$219.23 - $234.37 $36,611 - $39,139	167 Added 1.15%	14,711 $3.27 Million
Q2 2021 Aug 06, 2021	SELL	$209.28 - $222.82 $44,367 - $47,237	-212 Reduced 1.44%	14,544 $3.24 Million
Q1 2021 May 07, 2021	BUY	$191.87 - $208.85 $66,770 - $72,679	348 Added 2.42%	14,756 $3.02 Million
Q4 2020 Feb 11, 2021	SELL	$166.99 - $194.64 $30,392 - $35,424	-182 Reduced 1.25%	14,408 $2.8 Million
Q3 2020 Nov 09, 2020	SELL	$157.44 - $181.24 $32,590 - $37,516	-207 Reduced 1.4%	14,590 $2.49 Million
Q2 2020 Aug 07, 2020	SELL	$122.96 - $164.1 $129,353 - $172,633	-1,052 Reduced 6.64%	14,797 $2.32 Million
Q1 2020 Apr 21, 2020	BUY	$111.91 - $172.17 $109,671 - $168,726	980 Added 6.59%	15,849 $2.04 Million
Q4 2019 Feb 13, 2020	BUY	$146.61 - $164.29 $2.18 Million - $2.44 Million	14,869 New	14,869 $2.43 Million

Others Institutions Holding VTI

# of Institutions

3,045

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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Strategic Financial Planning, Inc. Vanguard Total Stock Market Et Transaction History