Strategies Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 13,391 shares of VTI stock, worth $4 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

13,391

Previous 13,875 3.49%

Holding current value

$4 Million

Previous $3.71 Billion 2.16%

% of portfolio

0.51%

Previous 0.54%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$255.18 - $283.2 $123,507 - $137,068	-484 Reduced 3.49%	13,391 $3.79 Billion
Q2 2024 Jul 29, 2024	BUY	$245.23 - $269.4 $134,386 - $147,631	548 Added 4.11%	13,875 $3.71 Billion
Q1 2024 Apr 22, 2024	BUY	$232.77 - $260.14 $383,604 - $428,710	1,648 Added 14.11%	13,327 $3.46 Billion
Q4 2023 Jan 22, 2024	SELL	$203.12 - $238.25 $43,873 - $51,462	-216 Reduced 1.82%	11,679 $2.77 Billion
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $16,278 - $17,582	77 Added 0.65%	11,895 $2.53 Billion
Q2 2023 Jul 12, 2023	BUY	$200.75 - $220.28 $182,281 - $200,014	908 Added 8.32%	11,818 $2.6 Billion
Q1 2023 Jun 27, 2023	BUY	$189.85 - $210.01 $2.07 Million - $2.29 Million	10,910 New	10,910 $2.23 Billion
Q2 2022 Jun 27, 2023	SELL	$183.02 - $230.52 $1.44 Million - $1.82 Million	-7,889 Closed	0 $0
Q1 2022 Jun 27, 2023	SELL	$209.9 - $242.97 $187,650 - $217,215	-894 Reduced 10.18%	7,889 $1.8 Billion
Q4 2021 Jun 26, 2023	BUY	$221.73 - $242.96 $1.95 Million - $2.13 Million	8,783 New	8,783 $2.12 Billion

Others Institutions Holding VTI

# of Institutions

3,130

Shares Held

467M

Call Options Held

1.81M

Put Options Held

620K

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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Account

Strategies Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History