Xcel Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 731 shares of VTI stock, worth $217,194. This represents 0.06% of its overall portfolio holdings.

Number of Shares
731
Holding current value
$217,194
% of portfolio
0.06%

Shares

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

Oct 21, 2024
BUY
$255.18 - $283.2 $186,536 - $207,019
731 New
731 $206,000
Q4 2022

Jan 19, 2023
BUY
$179.3 - $204.18 $35,860 - $40,836
200 Added 11.77%
1,899 $363,000
Q2 2022

Jul 26, 2022
SELL
$183.02 - $230.52 $52,160 - $65,698
-285 Reduced 14.36%
1,699 $320,000
Q1 2022

Apr 29, 2022
SELL
$209.9 - $242.97 $2,938 - $3,401
-14 Reduced 0.7%
1,984 $452,000
Q4 2021

Feb 03, 2022
BUY
$221.73 - $242.96 $7,095 - $7,774
32 Added 1.63%
1,998 $482,000
Q2 2021

Jul 15, 2021
SELL
$209.28 - $222.82 $12,975 - $13,814
-62 Reduced 3.06%
1,966 $438,000
Q4 2020

Jan 13, 2021
BUY
$166.99 - $194.64 $5,844 - $6,812
35 Added 1.76%
2,028 $394,000
Q3 2020

Oct 27, 2020
SELL
$157.44 - $181.24 $12,280 - $14,136
-78 Reduced 3.77%
1,993 $339,000
Q2 2020

Jul 10, 2020
SELL
$122.96 - $164.1 $4,303 - $5,743
-35 Reduced 1.66%
2,071 $324,000
Q4 2019

Jan 09, 2020
BUY
$146.61 - $164.29 $34,453 - $38,608
235 Added 12.56%
2,106 $344,000
Q3 2019

Nov 12, 2019
SELL
$150.3 - $153.62 $195,991 - $200,320
-1,304 Reduced 41.07%
1,871 $282,000
Q4 2018

Nov 12, 2019
BUY
N/A
3,175 New
3,175 $405,000

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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