Total Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History

Total Wealth Planning, LLC

$812 Million
Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Total Wealth Planning, LLC holds 5,038 shares of VTI stock, worth $1.66 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,038

Previous 4,283 17.63%

Holding current value

$1.66 Million

Previous $1.3 Million 27.06%

% of portfolio

0.2%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$303.93 - $329.86 $229,467 - $249,044	755 Added 17.63%	5,038 $1.65 Million
Q2 2025 Jul 15, 2025	BUY	$243.75 - $303.93 $1.04 Million - $1.3 Million	4,283 New	4,283 $1.3 Million
Q3 2024 Oct 10, 2024	BUY	$255.18 - $283.2 $181,943 - $201,921	713 New	713 $201,000
Q2 2022 Aug 01, 2022	SELL	$183.02 - $230.52 $67,168 - $84,600	-367 Reduced 24.93%	1,105 $209,000
Q1 2022 May 13, 2022	BUY	$209.9 - $242.97 $308,972 - $357,651	1,472 New	1,472 $335,000

Q4 2021 Feb 09, 2022	SELL	$221.73 - $242.96 $287,140 - $314,633	-1,295 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$219.23 - $234.37 $206,953 - $221,245	-944 Reduced 42.16%	1,295 $288,000
Q2 2021 Aug 16, 2021	BUY	$209.28 - $222.82 $468,577 - $498,893	2,239 New	2,239 $499,000

Others Institutions Holding VTI

# of Institutions

3,640

Shares Held

537M

Call Options Held

1.6M

Put Options Held

734K

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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Total Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History