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

West Financial Advisors, LLC

  • $518 Million
  • Q3 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 19,480 shares of VTI stock, worth $5.71 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
19,480
Previous 20,143 3.29%
Holding current value
$5.71 Million
Previous $5.39 Million 2.36%
% of portfolio
1.07%
Previous 1.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,041
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
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