Discipline Wealth Solutions, LLC Vanguard Total Stock Market Et Transaction History

Discipline Wealth Solutions, LLC

$182 Million
Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,389 shares of VTI stock, worth $1.01 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

3,389

Previous 3,133 8.17%

Holding current value

$1.01 Million

Previous $838,000 14.44%

% of portfolio

0.53%

Previous 0.66%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 19, 2024	BUY	$255.18 - $283.2 $65,326 - $72,499	256 Added 8.17%	3,389 $959,000
Q2 2024 Aug 07, 2024	BUY	$245.23 - $269.4 $294,030 - $323,010	1,199 Added 62.0%	3,133 $838,000
Q1 2024 May 03, 2024	SELL	$232.77 - $260.14 $407,347 - $455,245	-1,750 Reduced 47.5%	1,934 $502,000
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $748,294 - $877,713	3,684 New	3,684 $873,000

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

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Discipline Wealth Solutions, LLC Vanguard Total Stock Market Et Transaction History