Whelan Financial Vanguard Total Stock Market Et Transaction History

Whelan Financial

  • $243 Million
  • Q3 2024

A detailed history of Whelan Financial transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Whelan Financial holds 6,752 shares of VTI stock, worth $1.98 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
6,752
Previous 6,986 3.35%
Holding current value
$1.98 Million
Previous $1.87 Million 2.3%
% of portfolio
0.79%
Previous 0.83%

Shares

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

Oct 28, 2024
SELL
$255.18 - $283.2 $59,712 - $66,268
-234 Reduced 3.35%
6,752 $1.91 Million
Q2 2024

Jul 29, 2024
SELL
$245.23 - $269.4 $2,697 - $2,963
-11 Reduced 0.16%
6,986 $1.87 Million
Q1 2024

Apr 19, 2024
SELL
$232.77 - $260.14 $34,217 - $38,240
-147 Reduced 2.06%
6,997 $1.82 Million
Q4 2023

Jan 18, 2024
BUY
$203.12 - $238.25 $1,218 - $1,429
6 Added 0.08%
7,144 $1.69 Million
Q3 2023

Oct 20, 2023
BUY
$211.41 - $228.35 $63,423 - $68,505
300 Added 4.39%
7,138 $1.52 Million
Q2 2023

Jul 18, 2023
SELL
$200.75 - $220.28 $47,377 - $51,986
-236 Reduced 3.34%
6,838 $1.51 Million
Q1 2023

May 22, 2023
SELL
$189.85 - $210.01 $68,346 - $75,603
-360 Reduced 4.84%
7,074 $1.44 Million
Q4 2022

Jan 17, 2023
BUY
$179.3 - $204.18 $228,607 - $260,329
1,275 Added 20.7%
7,434 $0
Q3 2022

Oct 18, 2022
SELL
$179.47 - $216.24 $765,260 - $922,047
-4,264 Reduced 40.91%
6,159 $1.11 Million
Q2 2022

Jul 18, 2022
BUY
$183.02 - $230.52 $22,694 - $28,584
124 Added 1.2%
10,423 $1.97 Million
Q1 2022

Apr 19, 2022
BUY
$209.9 - $242.97 $1.55 Million - $1.79 Million
7,375 Added 252.22%
10,299 $2.35 Million
Q4 2021

Jan 19, 2022
BUY
$221.73 - $242.96 $1,552 - $1,700
7 Added 0.24%
2,924 $706,000
Q3 2021

Nov 29, 2021
BUY
$219.23 - $234.37 $639,493 - $683,657
2,917 New
2,917 $648,000

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
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