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

Vertex Planning Partners, LLC

$458 Billion
Q1 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 2,088 shares of VTI stock, worth $653,606. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,088

Previous 1,572 32.82%

Holding current value

$653,606

Previous $455 Million 26.0%

% of portfolio

0.13%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,513

Shares Held

536M

Call Options Held

1.09M

Put Options Held

724K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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