Affinity Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Affinity Wealth Management LLC

  • $511 Million
  • Q4 2024

A detailed history of Affinity Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Affinity Wealth Management LLC holds 3,329 shares of VTI stock, worth $992,042. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,329
Previous 1,930 72.49%
Holding current value
$992,042
Previous $546,000 76.56%
% of portfolio
0.19%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$280.04 - $302.45 $391,775 - $423,127
1,399 Added 72.49%
3,329 $964,000
Q3 2024

Oct 11, 2024
BUY
$255.18 - $283.2 $115,341 - $128,006
452 Added 30.58%
1,930 $546,000
Q1 2024

Apr 18, 2024
SELL
$232.77 - $260.14 $931 - $1,040
-4 Reduced 0.27%
1,478 $384,000
Q3 2023

Oct 24, 2023
SELL
$211.41 - $228.35 $70,610 - $76,268
-334 Reduced 18.39%
1,482 $314,000
Q1 2023

May 01, 2023
BUY
$189.85 - $210.01 $344,767 - $381,378
1,816 New
1,816 $370,000

Others Institutions Holding VTI

# of Institutions
3,202
Shares Held
454M
Call Options Held
1.8M
Put Options Held
611K
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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