Wiser Wealth Management, Inc Vanguard Total Stock Market Et Transaction History

Wiser Wealth Management, Inc

$353 Million
Q1 2025

A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 5,301 shares of VTI stock, worth $1.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

5,301

Previous 8,701 39.08%

Holding current value

$1.45 Million

Previous $2.52 Million 42.52%

% of portfolio

0.41%

Previous 0.71%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$271.18 - $303.12 $922,012 - $1.03 Million	-3,400 Reduced 39.08%	5,301 $1.45 Million
Q4 2024 Jan 14, 2025	SELL	$280.04 - $302.45 $2,520 - $2,722	-9 Reduced 0.1%	8,701 $2.52 Million
Q3 2024 Oct 03, 2024	BUY	$255.18 - $283.2 $246,759 - $273,854	967 Added 12.49%	8,710 $2.47 Million
Q2 2024 Jul 22, 2024	BUY	$245.23 - $269.4 $576,045 - $632,820	2,349 Added 43.55%	7,743 $2.07 Million
Q1 2024 Apr 19, 2024	BUY	$232.77 - $260.14 $519,775 - $580,892	2,233 Added 70.64%	5,394 $1.4 Million
Q4 2023 Jan 05, 2024	SELL	$203.12 - $238.25 $1.46 Million - $1.71 Million	-7,176 Reduced 69.42%	3,161 $749,000
Q3 2023 Oct 19, 2023	BUY	$211.41 - $228.35 $194,285 - $209,853	919 Added 9.76%	10,337 $2.2 Million
Q2 2023 Aug 01, 2023	BUY	$200.75 - $220.28 $194,727 - $213,671	970 Added 11.48%	9,418 $2.07 Million
Q1 2023 May 05, 2023	BUY	$189.85 - $210.01 $224,023 - $247,811	1,180 Added 16.24%	8,448 $1.72 Million
Q4 2022 Feb 03, 2023	SELL	$179.3 - $204.18 $102,380 - $116,586	-571 Reduced 7.28%	7,268 $1.39 Million
Q3 2022 Oct 11, 2022	SELL	$179.47 - $216.24 $17,767 - $21,407	-99 Reduced 1.25%	7,839 $1.41 Million
Q2 2022 Jul 14, 2022	BUY	$183.02 - $230.52 $196,380 - $247,347	1,073 Added 15.63%	7,938 $1.5 Million
Q1 2022 May 11, 2022	BUY	$209.9 - $242.97 $452,334 - $523,600	2,155 Added 45.75%	6,865 $1.56 Million
Q4 2021 Jan 27, 2022	BUY	$221.73 - $242.96 $72,283 - $79,204	326 Added 7.44%	4,710 $1.14 Million
Q3 2021 Oct 13, 2021	BUY	$219.23 - $234.37 $117,945 - $126,091	538 Added 13.99%	4,384 $974,000
Q2 2021 Aug 04, 2021	BUY	$209.28 - $222.82 $96,687 - $102,942	462 Added 13.65%	3,846 $857,000
Q1 2021 Apr 14, 2021	BUY	$191.87 - $208.85 $254,227 - $276,726	1,325 Added 64.35%	3,384 $699,000
Q4 2020 Feb 09, 2021	BUY	$166.99 - $194.64 $343,832 - $400,763	2,059 New	2,059 $401,000

Others Institutions Holding VTI

# of Institutions

3,393

Shares Held

472M

Call Options Held

1.31M

Put Options Held

1.13M

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 Wiser Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Wealth Management, Inc with notifications on news.

Account

Wiser Wealth Management, Inc Vanguard Total Stock Market Et Transaction History