Wheelhouse Advisory Group LLC Vanguard Total Stock Market Et Transaction History

Wheelhouse Advisory Group LLC

  • $175 Billion
  • Q1 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 1,329 shares of VTI stock, worth $397,623. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,329
Previous 1,816 26.82%
Holding current value
$397,623
Previous $527 Million 30.58%
% of portfolio
0.21%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$271.18 - $303.12 $132,064 - $147,619
-487 Reduced 26.82%
1,329 $366 Million
Q4 2024

Jan 21, 2025
BUY
$280.04 - $302.45 $34,444 - $37,201
123 Added 7.27%
1,816 $527 Million
Q3 2024

Oct 29, 2024
SELL
$255.18 - $283.2 $76,043 - $84,393
-298 Reduced 14.97%
1,693 $479 Million
Q2 2024

Jul 18, 2024
BUY
$245.23 - $269.4 $38,010 - $41,757
155 Added 8.44%
1,991 $537 Million
Q1 2024

Apr 23, 2024
SELL
$232.77 - $260.14 $66,339 - $74,139
-285 Reduced 13.44%
1,836 $477 Million
Q4 2023

Jan 31, 2024
BUY
$203.12 - $238.25 $430,817 - $505,328
2,121 New
2,121 $503 Million

Others Institutions Holding VTI

# of Institutions
3,452
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
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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