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

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, West Financial Advisors, LLC holds 18,653 shares of VTI stock, worth $5.57 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

18,653

Previous 19,480 4.25%

Holding current value

$5.57 Million

Previous $5.52 Million 1.99%

% of portfolio

1.04%

Previous 1.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$280.04 - $302.45 $231,593 - $250,126	-827 Reduced 4.25%	18,653 $5.41 Million
Q3 2024 Oct 08, 2024	SELL	$255.18 - $283.2 $169,184 - $187,761	-663 Reduced 3.29%	19,480 $5.52 Million
Q2 2024 Jul 15, 2024	SELL	$245.23 - $269.4 $115,748 - $127,156	-472 Reduced 2.29%	20,143 $5.39 Million
Q1 2024 Apr 11, 2024	SELL	$232.77 - $260.14 $16,293 - $18,209	-70 Reduced 0.34%	20,615 $5.36 Million
Q4 2023 Jan 11, 2024	SELL	$203.12 - $238.25 $173,261 - $203,227	-853 Reduced 3.96%	20,685 $4.91 Million
Q3 2023 Oct 10, 2023	SELL	$211.41 - $228.35 $22,198 - $23,976	-105 Reduced 0.49%	21,538 $4.57 Million
Q2 2023 Jul 07, 2023	SELL	$200.75 - $220.28 $185,894 - $203,979	-926 Reduced 4.1%	21,643 $4.77 Million
Q1 2023 Apr 18, 2023	SELL	$189.85 - $210.01 $5,315 - $5,880	-28 Reduced 0.12%	22,569 $4.61 Million
Q4 2022 Jan 10, 2023	SELL	$179.3 - $204.18 $114,931 - $130,879	-641 Reduced 2.76%	22,597 $0
Q3 2022 Oct 11, 2022	BUY	$179.47 - $216.24 $4.17 Million - $5.02 Million	23,238 New	23,238 $4.17 Million

Others Institutions Holding VTI

# of Institutions

3,140

Shares Held

475M

Call Options Held

1.8M

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

Track This Portfolio

Portfolio Update

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

News

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

Account

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