Wealth Plan Investment Management, LLC Vanguard Total Stock Market Et Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 120,032 shares of VTI stock, worth $35.8 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

120,032

Previous 114,454 4.87%

Holding current value

$35.8 Million

Previous $32.4 Million 7.34%

% of portfolio

3.68%

Previous 3.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$280.04 - $302.45 $1.56 Million - $1.69 Million	5,578 Added 4.87%	120,032 $34.8 Million
Q3 2024 Nov 05, 2024	BUY	$255.18 - $283.2 $21.8 Million - $24.2 Million	85,364 Added 293.45%	114,454 $32.4 Million
Q2 2024 Aug 09, 2024	BUY	$245.23 - $269.4 $306,292 - $336,480	1,249 Added 4.49%	29,090 $7.78 Million
Q1 2024 May 16, 2024	SELL	$232.77 - $260.14 $1.75 Million - $1.95 Million	-7,500 Reduced 21.22%	27,841 $7.24 Million
Q4 2023 Jan 05, 2024	BUY	$203.12 - $238.25 $293,305 - $344,033	1,444 Added 4.26%	35,341 $8.38 Million
Q3 2023 Nov 15, 2023	SELL	$211.41 - $228.35 $22.3 Million - $24.1 Million	-105,551 Reduced 75.69%	33,897 $7.2 Million
Q3 2023 Nov 09, 2023	BUY	$211.41 - $228.35 $23.7 Million - $25.6 Million	111,986 Added 407.79%	139,448 $29.6 Million
Q2 2023 Aug 14, 2023	SELL	$200.75 - $220.28 $45.4 Million - $49.8 Million	-225,914 Reduced 89.16%	27,462 $6.05 Million
Q2 2023 Jul 25, 2023	BUY	$200.75 - $220.28 $44 Million - $48.3 Million	219,204 Added 641.47%	253,376 $55.8 Million
Q1 2023 May 08, 2023	SELL	$189.85 - $210.01 $26.6 Million - $29.4 Million	-139,937 Reduced 80.37%	34,172 $6.97 Million
Q4 2022 Feb 15, 2023	BUY	$179.3 - $204.18 $209,601 - $238,686	1,169 Added 0.68%	174,109 $33.3 Million
Q3 2022 Dec 12, 2022	SELL	$179.47 - $216.24 $3.96 Million - $4.77 Million	-22,042 Reduced 11.3%	172,940 $34 Million
Q1 2022 Sep 07, 2022	BUY	$209.9 - $242.97 $40.9 Million - $47.4 Million	194,982 New	194,982 $40.3 Million

Others Institutions Holding VTI

# of Institutions

3,130

Shares Held

467M

Call Options Held

1.81M

Put Options Held

620K

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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Wealth Plan Investment Management, LLC Vanguard Total Stock Market Et Transaction History