Wr Wealth Planners, LLC Vanguard Total Stock Market Et Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 277 shares of VTI stock, worth $81,149. This represents 0.03% of its overall portfolio holdings.

Number of Shares

277

Previous 123 125.2%

Holding current value

$81,149

Previous $34,000 135.29%

% of portfolio

0.03%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$280.04 - $302.45 $43,126 - $46,577	154 Added 125.2%	277 $80,000
Q2 2024 Jul 31, 2024	BUY	$245.23 - $269.4 $10,544 - $11,584	43 Added 53.75%	123 $32,000
Q1 2024 Jul 31, 2024	BUY	$232.77 - $260.14 $18,621 - $20,811	80 New	80 $20,000
Q2 2023 Aug 01, 2024	SELL	$200.75 - $220.28 $21,881 - $24,010	-109 Reduced 88.62%	14 $3.08 Million
Q1 2023 Aug 01, 2024	SELL	$189.85 - $210.01 $20,693 - $22,891	-109 Reduced 88.62%	14 $2.86 Million
Q3 2022 Oct 10, 2024	SELL	$179.47 - $216.24 $19,562 - $23,570	-109 Reduced 88.62%	14 $2.51 Million
Q1 2022 Oct 17, 2024	SELL	$209.9 - $242.97 $22,879 - $26,483	-109 Reduced 88.62%	14 $3.19 Million

Others Institutions Holding VTI

# of Institutions

3,363

Shares Held

461M

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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Vanguard Total Stock Market Et Transaction History