Capital Planning Advisors, LLC Vanguard Total Stock Market Et Transaction History

Capital Planning Advisors, LLC

  • $639 Million
  • Q3 2024

A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,775 shares of VTI stock, worth $824,508. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,775
Previous 2,776 0.04%
Holding current value
$824,508
Previous $742,000 5.8%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2024
SELL
$255.18 - $283.2 $255 - $283
-1 Reduced 0.04%
2,775 $785,000
Q4 2023

Feb 12, 2024
BUY
$203.12 - $238.25 $203 - $238
1 Added 0.04%
2,776 $658,000
Q2 2023

Aug 01, 2023
BUY
$200.75 - $220.28 $557,081 - $611,277
2,775 New
2,775 $611,000
Q4 2022

Feb 09, 2023
BUY
$179.3 - $204.18 $481,420 - $548,223
2,685 New
2,685 $513,000
Q2 2020

Aug 06, 2020
SELL
$122.96 - $164.1 $194,276 - $259,278
-1,580 Closed
0 $0
Q1 2020

May 11, 2020
SELL
$111.91 - $172.17 $8,057 - $12,396
-72 Reduced 4.36%
1,580 $204,000
Q4 2019

Feb 03, 2020
SELL
$146.61 - $164.29 $10,116 - $11,336
-69 Reduced 4.01%
1,652 $270,000
Q3 2019

Nov 05, 2019
BUY
$150.3 - $153.62 $258,666 - $264,380
1,721 New
1,721 $260,000
Q2 2018

Aug 08, 2018
SELL
N/A
-1,521 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-69 Reduced 4.34%
1,521 $206,000
Q4 2017

Feb 08, 2018
SELL
N/A
-385 Reduced 19.49%
1,590 $218,000
Q3 2017

Nov 09, 2017
BUY
N/A
1,975
1,975 $256,000

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
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email