Whelan Financial Vanguard Total Stock Market Et Transaction History

Whelan Financial

  • $219 Million
  • Q1 2024

A detailed history of Whelan Financial transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Whelan Financial holds 6,997 shares of VTI stock, worth $1.89 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
6,997
Previous 7,144 2.06%
Holding current value
$1.89 Million
Previous $1.69 Million 7.32%
% of portfolio
0.83%
Previous 0.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$187.53 - $204.18 $239,100 - $260,329
1,275 Added 20.7%
7,434 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-4,264 Reduced 40.91%
6,159 $1.11 Million
Q2 2022

Jul 18, 2022
BUY
N/A
124 Added 1.2%
10,423 $1.97 Million
Q1 2022

Apr 19, 2022
BUY
N/A
7,375 Added 252.22%
10,299 $2.35 Million
Q4 2021

Jan 19, 2022
BUY
N/A
7 Added 0.24%
2,924 $706,000
Q3 2021

Nov 29, 2021
BUY
N/A
2,917 New
2,917 $648,000

Others Institutions Holding VTI

# of Institutions
2,845
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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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