Vertex Planning Partners, LLC Vanguard Total Stock Market Et Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,674 shares of VTI stock, worth $456,148. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,674
Previous 1,692 1.06%
Holding current value
$456,148
Previous $401 Million 8.4%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$232.77 - $260.14 $4,189 - $4,682
-18 Reduced 1.06%
1,674 $435 Million
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $9,343 - $10,959
46 Added 2.79%
1,692 $401 Million
Q3 2023

Nov 14, 2023
SELL
$211.41 - $228.35 $17,758 - $19,181
-84 Reduced 4.86%
1,646 $350 Million
Q2 2023

Aug 14, 2023
SELL
$200.75 - $220.28 $19,874 - $21,807
-99 Reduced 5.41%
1,730 $381 Million
Q1 2023

May 16, 2023
BUY
$189.85 - $210.01 $18,415 - $20,370
97 Added 5.6%
1,829 $373 Million
Q4 2022

Feb 06, 2023
BUY
$187.53 - $204.18 $324,801 - $353,639
1,732 New
1,732 $331 Million

Others Institutions Holding VTI

# of Institutions
2,851
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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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