Websterrogers Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Websterrogers Financial Advisors, LLC

$309 Million
Q2 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 1,924 shares of VTI stock, worth $602,269. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,924

Previous 1,930 0.31%

Holding current value

$602,269

Previous $527,000 10.82%

% of portfolio

0.19%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$243.75 - $303.93 $1,462 - $1,823	-6 Reduced 0.31%	1,924 $584,000
Q1 2025 Apr 09, 2025	BUY	$271.18 - $303.12 $233,214 - $260,683	860 Added 80.37%	1,930 $527,000
Q4 2024 Jan 14, 2025	BUY	$280.04 - $302.45 $840 - $907	3 Added 0.28%	1,070 $310,000
Q3 2024 Oct 15, 2024	BUY	$255.18 - $283.2 $272,277 - $302,174	1,067 New	1,067 $302,000
Q1 2023 May 03, 2023	BUY	$189.85 - $210.01 $379 - $420	2 Added 0.04%	4,878 $995,000
Q4 2022 Feb 06, 2023	BUY	$179.3 - $204.18 $3,944 - $4,491	22 Added 0.45%	4,876 $932,000
Q3 2022 Oct 26, 2022	SELL	$179.47 - $216.24 $193,468 - $233,106	-1,078 Reduced 18.17%	4,854 $871,000
Q2 2022 Jul 25, 2022	SELL	$183.02 - $230.52 $59,115 - $74,457	-323 Reduced 5.16%	5,932 $1.12 Million
Q1 2022 Apr 14, 2022	SELL	$209.9 - $242.97 $8,396 - $9,718	-40 Reduced 0.64%	6,255 $1.43 Million
Q4 2021 Jan 24, 2022	BUY	$221.73 - $242.96 $149,446 - $163,755	674 Added 11.99%	6,295 $1.52 Million
Q3 2021 Oct 12, 2021	SELL	$219.23 - $234.37 $27,842 - $29,764	-127 Reduced 2.21%	5,621 $1.25 Million
Q2 2021 Aug 05, 2021	SELL	$209.28 - $222.82 $36,833 - $39,216	-176 Reduced 2.97%	5,748 $1.26 Million
Q1 2021 May 07, 2021	SELL	$191.87 - $208.85 $20,146 - $21,929	-105 Reduced 1.74%	5,924 $1.22 Million
Q4 2020 Feb 11, 2021	BUY	$166.99 - $194.64 $1.01 Million - $1.17 Million	6,029 New	6,029 $1.2 Million

Others Institutions Holding VTI

# of Institutions

3,518

Shares Held

538M

Call Options Held

1.09M

Put Options Held

725K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Account

Websterrogers Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History