Dopkins Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 1,037 shares of VTI stock, worth $308,113. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,037
Previous 2,029 48.89%
Holding current value
$308,113
Previous $542,000 45.94%
% of portfolio
0.24%
Previous 0.34%

Shares

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

Nov 06, 2024
SELL
$255.18 - $283.2 $253,138 - $280,934
-992 Reduced 48.89%
1,037 $293,000
Q1 2024

May 03, 2024
BUY
$232.77 - $260.14 $138,032 - $154,263
593 Added 41.3%
2,029 $527,000
Q4 2023

Jan 25, 2024
SELL
$203.12 - $238.25 $73,732 - $86,484
-363 Reduced 20.18%
1,436 $340,000
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $61,520 - $66,449
291 Added 19.3%
1,799 $382,000
Q2 2023

Aug 07, 2023
SELL
$200.75 - $220.28 $10,037 - $11,014
-50 Reduced 3.21%
1,508 $332,000
Q1 2023

May 05, 2023
BUY
$189.85 - $210.01 $27,718 - $30,661
146 Added 10.34%
1,558 $317,000
Q2 2022

Aug 01, 2022
BUY
$183.02 - $230.52 $56,553 - $71,230
309 Added 28.01%
1,412 $266,000
Q1 2022

Apr 18, 2022
BUY
$209.9 - $242.97 $4,827 - $5,588
23 Added 2.13%
1,103 $251,000
Q4 2021

Jan 18, 2022
BUY
$221.73 - $242.96 $239,468 - $262,396
1,080 New
1,080 $261,000

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
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