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

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 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 2,178 shares of VTI stock, worth $638,763. This represents 0.88% of its overall portfolio holdings.

Number of Shares
2,178
Previous 2,310 5.71%
Holding current value
$638,763
Previous $600 Million 2.95%
% of portfolio
0.88%
Previous 0.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,991
Shares Held
461M
Call Options Held
647K
Put Options Held
433K
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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