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

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 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 3,206 shares of VTI stock, worth $894,441. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,206
Previous 3,389 5.4%
Holding current value
$894,441
Previous $959,000 3.13%
% of portfolio
0.45%
Previous 0.53%

Shares

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

Feb 26, 2025
SELL
$280.04 - $302.45 $51,247 - $55,348
-183 Reduced 5.4%
3,206 $929,000
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
3,385
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
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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