Valued Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 846 shares of VTI stock, worth $264,468. This represents 0.14% of its overall portfolio holdings.

Number of Shares
846
Previous 847 0.12%
Holding current value
$264,468
Previous $246 Million 5.28%
% of portfolio
0.14%
Previous 0.15%

Shares

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

May 01, 2025
SELL
$271.18 - $303.12 $271 - $303
-1 Reduced 0.12%
846 $233 Million
Q4 2024

Jan 22, 2025
BUY
$280.04 - $302.45 $220,391 - $238,028
787 Added 1311.67%
847 $246 Million
Q3 2024

Oct 28, 2024
SELL
$255.18 - $283.2 $510 - $566
-2 Reduced 3.23%
60 $17.1 Million
Q2 2024

Jul 16, 2024
BUY
$245.23 - $269.4 $13,978 - $15,355
57 Added 1140.0%
62 $16.5 Million
Q4 2023

Jan 05, 2024
BUY
$203.12 - $238.25 $1,015 - $1,191
5 New
5 $1.08 Million

Others Institutions Holding VTI

# of Institutions
3,491
Shares Held
525M
Call Options Held
1.1M
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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