Vishria Bird Financial Group, LLC Vanguard Total Stock Market Et Transaction History

Vishria Bird Financial Group, LLC

$238 Million
Q2 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 2,124 shares of VTI stock, worth $599,074. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,124

Previous 2,124 -0.0%

Holding current value

$599,074

Previous $552,000 2.9%

% of portfolio

0.24%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$232.77 - $260.14 $197,388 - $220,598	848 Added 66.46%	2,124 $552,000
Q1 2023 Apr 17, 2023	SELL	$189.85 - $210.01 $44,994 - $49,772	-237 Reduced 15.66%	1,276 $260,000
Q4 2022 Feb 01, 2023	BUY	$179.3 - $204.18 $36,935 - $42,061	206 Added 15.76%	1,513 $289,000
Q4 2021 Jan 27, 2022	SELL	$221.73 - $242.96 $40,133 - $43,975	-181 Reduced 12.16%	1,307 $316,000
Q2 2021 Aug 02, 2021	SELL	$209.28 - $222.82 $2,720 - $2,896	-13 Reduced 0.87%	1,488 $332,000
Q1 2021 Apr 27, 2021	SELL	$191.87 - $208.85 $9,401 - $10,233	-49 Reduced 3.16%	1,501 $310,000
Q2 2020 Jul 20, 2020	SELL	$122.96 - $164.1 $33,322 - $44,471	-271 Reduced 14.88%	1,550 $243,000
Q1 2020 Apr 13, 2020	BUY	$111.91 - $172.17 $2,014 - $3,099	18 Added 1.0%	1,821 $235,000
Q4 2019 Jan 09, 2020	SELL	$146.61 - $164.29 $47,648 - $53,394	-325 Reduced 15.27%	1,803 $295,000
Q3 2019 Oct 15, 2019	BUY	$150.3 - $153.62 $38,025 - $38,865	253 Added 13.49%	2,128 $321,000
Q2 2018 Aug 06, 2018	BUY	N/A	1,875 New	1,875 $263,000

Others Institutions Holding VTI

# of Institutions

2,929

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

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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Vishria Bird Financial Group, LLC Vanguard Total Stock Market Et Transaction History