Wealth Plan Partners, LLC Vanguard Total Stock Market Et Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 57,304 shares of VTI stock, worth $16.8 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
57,304
Previous 138,705 58.69%
Holding current value
$16.8 Million
Previous $37.1 Billion 56.27%
% of portfolio
2.18%
Previous 3.98%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$255.18 - $283.2 $20.8 Million - $23.1 Million
-81,401 Reduced 58.69%
57,304 $16.2 Billion
Q2 2024

Aug 09, 2024
BUY
$245.23 - $269.4 $645,445 - $709,060
2,632 Added 1.93%
138,705 $37.1 Billion
Q1 2024

May 07, 2024
SELL
$232.77 - $260.14 $822,376 - $919,074
-3,533 Reduced 2.53%
136,073 $35.4 Billion
Q4 2023

Jan 05, 2024
BUY
$203.12 - $238.25 $32,092 - $37,643
158 Added 0.11%
139,606 $33.1 Billion
Q3 2023

Nov 01, 2023
BUY
$211.41 - $228.35 $3.62 Million - $3.91 Million
17,135 Added 14.01%
139,448 $29.6 Billion
Q2 2023

Jul 31, 2023
SELL
$200.75 - $220.28 $3.39 Million - $3.72 Million
-16,881 Reduced 12.13%
122,313 $26.9 Billion
Q1 2023

May 10, 2023
SELL
$189.85 - $210.01 $6.63 Million - $7.33 Million
-34,920 Reduced 20.06%
139,194 $28.4 Billion
Q4 2022

Feb 16, 2023
SELL
$179.3 - $204.18 $3.74 Million - $4.26 Million
-20,868 Reduced 10.7%
174,114 $36.1 Billion
Q1 2022

May 03, 2022
SELL
$209.9 - $242.97 $5.09 Million - $5.89 Million
-24,241 Reduced 11.06%
194,982 $40.3 Million
Q4 2021

Feb 01, 2022
BUY
$221.73 - $242.96 $562,307 - $616,146
2,536 Added 1.17%
219,223 $49.7 Million
Q3 2021

Dec 09, 2021
BUY
$219.23 - $234.37 $4.95 Million - $5.29 Million
22,577 Added 11.63%
216,687 $0
Q2 2021

Aug 19, 2021
BUY
$209.28 - $222.82 $789,404 - $840,477
3,772 Added 1.98%
194,110 $44.5 Million
Q1 2021

May 11, 2021
BUY
$191.87 - $208.85 $238,494 - $259,600
1,243 Added 0.66%
190,338 $41.1 Million
Q4 2020

Feb 09, 2021
BUY
$166.99 - $194.64 $1.43 Million - $1.66 Million
8,551 Added 4.74%
189,095 $38.4 Million
Q3 2020

Dec 18, 2020
BUY
$157.44 - $181.24 $17.2 Million - $19.8 Million
109,412 Added 153.82%
180,544 $32.6 Million
Q2 2020

Aug 19, 2020
SELL
$122.96 - $164.1 $38,486 - $51,363
-313 Reduced 0.44%
71,132 $12.2 Million
Q1 2020

May 15, 2020
BUY
$111.91 - $172.17 $5.66 Million - $8.72 Million
50,621 Added 243.09%
71,445 $10.2 Million
Q4 2019

Feb 14, 2020
SELL
$146.61 - $164.29 $241,906 - $271,078
-1,650 Reduced 7.34%
20,824 $3.57 Million
Q3 2019

Nov 15, 2019
SELL
$150.3 - $153.62 $463,374 - $473,610
-3,083 Reduced 12.06%
22,474 $3.53 Million
Q2 2019

Aug 19, 2019
BUY
N/A
2,050 Added 8.72%
25,557 $3.81 Million
Q1 2019

May 16, 2019
BUY
N/A
906 Added 4.01%
23,507 $3.43 Million
Q4 2018

Feb 20, 2019
SELL
N/A
-533 Reduced 2.3%
22,601 $3.23 Million
Q3 2018

Nov 21, 2018
SELL
N/A
-1,621 Reduced 6.55%
23,134 $3.13 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-1,588 Reduced 6.03%
24,755 $3.48 Million
Q1 2018

May 16, 2018
BUY
N/A
26,343 New
26,343 $3.58 Million

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email