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

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

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 1,795 shares of VTI stock, worth $594,001. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,795
Previous 2,088 14.03%
Holding current value
$594,001
Previous $574 Million 4.93%
% of portfolio
0.11%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$243.75 - $303.93 $71,418 - $89,051
-293 Reduced 14.03%
1,795 $546 Million
Q1 2025

May 14, 2025
BUY
$271.18 - $303.12 $139,928 - $156,409
516 Added 32.82%
2,088 $574 Million
Q4 2024

Feb 12, 2025
SELL
$280.04 - $302.45 $4,760 - $5,141
-17 Reduced 1.07%
1,572 $455 Million
Q3 2024

Nov 07, 2024
BUY
$255.18 - $283.2 $3,062 - $3,398
12 Added 0.76%
1,589 $450 Million
Q2 2024

Aug 13, 2024
SELL
$245.23 - $269.4 $23,787 - $26,131
-97 Reduced 5.79%
1,577 $422 Million
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
$179.3 - $204.18 $310,547 - $353,639
1,732 New
1,732 $331 Million

Others Institutions Holding VTI

# of Institutions
3,566
Shares Held
672M
Call Options Held
1.46M
Put Options Held
2.24M
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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