Vertex Planning Partners, LLC Vanguard Total Stock Market Et Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,589 shares of VTI stock, worth $476,620. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,589

Previous 1,577 0.76%

Holding current value

$476,620

Previous $422 Million 6.66%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$255.18 - $283.2 $3,062 - $3,398	12 Added 0.76%	1,589 $450 Million
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $23,787 - $26,131	-97 Reduced 5.79%	1,577 $422 Million
Q1 2024 May 13, 2024	SELL	$232.77 - $260.14 $4,189 - $4,682	-18 Reduced 1.06%	1,674 $435 Million
Q4 2023 Feb 14, 2024	BUY	$203.12 - $238.25 $9,343 - $10,959	46 Added 2.79%	1,692 $401 Million
Q3 2023 Nov 14, 2023	SELL	$211.41 - $228.35 $17,758 - $19,181	-84 Reduced 4.86%	1,646 $350 Million
Q2 2023 Aug 14, 2023	SELL	$200.75 - $220.28 $19,874 - $21,807	-99 Reduced 5.41%	1,730 $381 Million
Q1 2023 May 16, 2023	BUY	$189.85 - $210.01 $18,415 - $20,370	97 Added 5.6%	1,829 $373 Million
Q4 2022 Feb 06, 2023	BUY	$179.3 - $204.18 $310,547 - $353,639	1,732 New	1,732 $331 Million

Others Institutions Holding VTI

# of Institutions

3,177

Shares Held

481M

Call Options Held

1.8M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Vertex Planning Partners, LLC Vanguard Total Stock Market Et Transaction History