Mbl Wealth, LLC Vanguard Total Stock Market Et Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Mbl Wealth, LLC holds 871 shares of VTI stock, worth $258,939. This represents 0.03% of its overall portfolio holdings.

Number of Shares

871

Previous 900 3.22%

Holding current value

$258,939

Previous $233,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$245.23 - $269.4 $7,111 - $7,812	-29 Reduced 3.22%	871 $233,000
Q1 2024 Apr 22, 2024	BUY	$232.77 - $260.14 $209,493 - $234,126	900 New	900 $233,000
Q3 2023 Oct 11, 2023	SELL	$211.41 - $228.35 $55,600 - $60,056	-263 Reduced 18.23%	1,180 $250,000
Q2 2023 Jul 17, 2023	BUY	$200.75 - $220.28 $72,872 - $79,961	363 Added 33.61%	1,443 $317,000
Q1 2023 Apr 11, 2023	SELL	$189.85 - $210.01 $33,793 - $37,381	-178 Reduced 14.15%	1,080 $220,000
Q4 2022 Jan 12, 2023	SELL	$179.3 - $204.18 $134,475 - $153,135	-750 Reduced 37.35%	1,258 $241,000
Q2 2022 Jan 12, 2023	BUY	$183.02 - $230.52 $367,504 - $462,884	2,008 New	2,008 $379,000
Q3 2021 Oct 25, 2021	SELL	$219.23 - $234.37 $614,282 - $656,704	-2,802 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$166.99 - $194.64 $467,905 - $545,381	2,802 New	2,802 $545,000

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

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

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account