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

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

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 713 shares of VTI stock, worth $206,242. This represents 0.03% of its overall portfolio holdings.

Number of Shares
713
Holding current value
$206,242
% of portfolio
0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,047
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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