Up Strategic Wealth Investment Advisors LLC Vanguard Total Stock Market Et Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $100 Billion
  • Q4 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,750 shares of VTI stock, worth $478,502. This represents 0.51% of its overall portfolio holdings.

Number of Shares
1,750
Previous 2,178 19.65%
Holding current value
$478,502
Previous $617 Million 17.76%
% of portfolio
0.51%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$280.04 - $302.45 $119,857 - $129,448
-428 Reduced 19.65%
1,750 $507 Million
Q2 2024

Aug 12, 2024
SELL
$245.23 - $269.4 $32,370 - $35,560
-132 Reduced 5.71%
2,178 $583 Million
Q1 2024

May 15, 2024
SELL
$232.77 - $260.14 $18,854 - $21,071
-81 Reduced 3.39%
2,310 $600 Million
Q4 2023

Feb 13, 2024
BUY
$203.12 - $238.25 $485,659 - $569,655
2,391 New
2,391 $567 Million

Others Institutions Holding VTI

# of Institutions
3,391
Shares Held
472M
Call Options Held
1.31M
Put Options Held
1.13M
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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