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

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 7,066 shares of VTI stock, worth $2.05 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
7,066
Previous 7,204 1.92%
Holding current value
$2.05 Million
Previous $1.93 Million 3.79%
% of portfolio
0.97%
Previous 1.08%

Shares

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

Oct 31, 2024
SELL
$255.18 - $283.2 $35,214 - $39,081
-138 Reduced 1.92%
7,066 $2 Million
Q2 2024

Jul 30, 2024
SELL
$245.23 - $269.4 $2,697 - $2,963
-11 Reduced 0.15%
7,204 $1.93 Million
Q1 2024

May 07, 2024
SELL
$232.77 - $260.14 $100,556 - $112,380
-432 Reduced 5.65%
7,215 $1.88 Million
Q4 2023

Feb 08, 2024
SELL
$203.12 - $238.25 $88,966 - $104,353
-438 Reduced 5.42%
7,647 $1.81 Million
Q2 2023

Aug 03, 2023
SELL
$200.75 - $220.28 $46,373 - $50,884
-231 Reduced 2.78%
8,085 $1.78 Million
Q1 2023

Apr 18, 2023
SELL
$189.85 - $210.01 $4,936 - $5,460
-26 Reduced 0.31%
8,316 $1.7 Million
Q4 2022

Feb 10, 2023
SELL
$179.3 - $204.18 $7,172 - $8,167
-40 Reduced 0.48%
8,342 $1.59 Million
Q3 2022

Oct 18, 2022
BUY
$179.47 - $216.24 $82,197 - $99,037
458 Added 5.78%
8,382 $1.51 Million
Q2 2022

Aug 08, 2022
BUY
$183.02 - $230.52 $563,335 - $709,540
3,078 Added 63.52%
7,924 $1.5 Million
Q1 2022

Apr 18, 2022
SELL
$209.9 - $242.97 $40,510 - $46,893
-193 Reduced 3.83%
4,846 $1.1 Million
Q4 2021

Feb 14, 2022
BUY
$221.73 - $242.96 $1.12 Million - $1.22 Million
5,039 New
5,039 $1.21 Million

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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