True Private Wealth Advisors Vanguard Total Stock Market Et Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$245.23 - $269.4 $13,732 - $15,086	-56 Reduced 5.31%	998 $266,000
Q1 2024 Apr 25, 2024	BUY	$232.77 - $260.14 $17,923 - $20,030	77 Added 7.88%	1,054 $273,000
Q4 2023 Jan 30, 2024	BUY	$203.12 - $238.25 $812 - $953	4 Added 0.41%	977 $231,000
Q3 2023 Nov 13, 2023	BUY	$211.41 - $228.35 $205,701 - $222,184	973 New	973 $206,000
Q1 2021 May 12, 2021	SELL	$191.87 - $208.85 $42,978 - $46,782	-224 Closed	0 $0
Q2 2020 Jul 07, 2020	SELL	$122.96 - $164.1 $122 - $164	-1 Reduced 0.44%	224 $35,000
Q1 2020 Apr 20, 2020	SELL	$111.91 - $172.17 $111,014 - $170,792	-992 Reduced 81.51%	225 $29,000
Q4 2019 Jan 27, 2020	BUY	$146.61 - $164.29 $178,424 - $199,940	1,217 New	1,217 $199,000
Q3 2019 Oct 09, 2019	SELL	$150.3 - $153.62 $162,774 - $166,370	-1,083 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	1,083 New	1,083 $162,000
Q1 2019 Apr 25, 2019	SELL	N/A	-4,070 Closed	0 $0
Q4 2018 Jan 14, 2019	SELL	N/A	-697 Reduced 14.62%	4,070 $519,000
Q3 2018 Oct 18, 2018	SELL	N/A	-9 Reduced 0.19%	4,767 $0
Q2 2018 Jul 13, 2018	BUY	N/A	689 Added 16.86%	4,776 $670,000
Q1 2018 Apr 25, 2018	BUY	N/A	47 Added 1.16%	4,087 $554,000
Q4 2017 Jan 19, 2018	BUY	N/A	4,040	4,040 $554,000

Others Institutions Holding VTI

# of Institutions

3,042

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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