Ullmann Wealth Partners Group, LLC Vanguard Total Stock Market Et Transaction History

Ullmann Wealth Partners Group, LLC

  • $749 Million
  • Q1 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,622 shares of VTI stock, worth $799,264. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,622
Previous 2,550 2.82%
Holding current value
$799,264
Previous $739,000 3.11%
% of portfolio
0.1%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$271.18 - $303.12 $19,524 - $21,824
72 Added 2.82%
2,622 $716,000
Q4 2024

Jan 14, 2025
BUY
$280.04 - $302.45 $23,243 - $25,103
83 Added 3.36%
2,550 $739,000
Q3 2024

Oct 15, 2024
BUY
$255.18 - $283.2 $510 - $566
2 Added 0.08%
2,467 $698,000
Q1 2024

May 10, 2024
BUY
$232.77 - $260.14 $169,456 - $189,381
728 Added 41.91%
2,465 $640,000
Q4 2023

Jan 11, 2024
BUY
$203.12 - $238.25 $1,218 - $1,429
6 Added 0.35%
1,737 $412,000
Q3 2023

Oct 13, 2023
BUY
$211.41 - $228.35 $54,966 - $59,371
260 Added 17.68%
1,731 $367,000
Q1 2023

Apr 11, 2023
SELL
$189.85 - $210.01 $20,693 - $22,891
-109 Reduced 6.9%
1,471 $300,000
Q4 2022

Jan 18, 2023
SELL
$179.3 - $204.18 $146,308 - $166,610
-816 Reduced 34.06%
1,580 $0
Q3 2022

Oct 12, 2022
SELL
$179.47 - $216.24 $24,946 - $30,057
-139 Reduced 5.48%
2,396 $430,000
Q2 2022

Jul 13, 2022
BUY
$183.02 - $230.52 $25,622 - $32,272
140 Added 5.85%
2,535 $478,000
Q4 2021

Jan 26, 2022
BUY
$221.73 - $242.96 $24,390 - $26,725
110 Added 4.81%
2,395 $578,000
Q3 2021

Oct 19, 2021
BUY
$219.23 - $234.37 $179,110 - $191,480
817 Added 55.65%
2,285 $507,000
Q4 2020

Jan 15, 2021
SELL
$166.99 - $194.64 $32,563 - $37,954
-195 Reduced 11.73%
1,468 $286,000
Q2 2020

Jul 13, 2020
SELL
$122.96 - $164.1 $23,731 - $31,671
-193 Reduced 10.4%
1,663 $260,000
Q1 2020

Apr 09, 2020
SELL
$111.91 - $172.17 $111 - $172
-1 Reduced 0.05%
1,856 $239,000
Q4 2019

Jan 14, 2020
BUY
$146.61 - $164.29 $28,442 - $31,872
194 Added 11.67%
1,857 $304,000
Q1 2019

Apr 08, 2019
BUY
N/A
1,663 New
1,663 $241,000
Q4 2017

Feb 09, 2018
SELL
N/A
-1,947 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
1,947
1,947 $216,000

Others Institutions Holding VTI

# of Institutions
3,454
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
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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