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

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,613 shares of VTI stock, worth $480,674. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,613
Holding current value
$480,674
% of portfolio
0.04%

Shares

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

Nov 14, 2024
BUY
$255.18 - $283.2 $411,605 - $456,801
1,613 New
1,613 $456,000
Q1 2024

May 13, 2024
BUY
$232.77 - $260.14 $45,157 - $50,467
194 Added 11.49%
1,883 $489,000
Q4 2023

Jan 26, 2024
BUY
$203.12 - $238.25 $1,828 - $2,144
9 Added 0.54%
1,689 $400,000
Q3 2023

Nov 07, 2023
BUY
$211.41 - $228.35 $1,057 - $1,141
5 Added 0.3%
1,680 $356,000
Q2 2023

Aug 02, 2023
BUY
$200.75 - $220.28 $16,662 - $18,283
83 Added 5.21%
1,675 $368,000
Q1 2023

May 11, 2023
SELL
$189.85 - $210.01 $30,565 - $33,811
-161 Reduced 9.18%
1,592 $324,000
Q4 2022

Feb 13, 2023
BUY
$179.3 - $204.18 $264,288 - $300,961
1,474 Added 528.32%
1,753 $335,000
Q3 2022

Nov 10, 2022
SELL
$179.47 - $216.24 $250,181 - $301,438
-1,394 Reduced 83.32%
279 $279,000
Q2 2022

Jul 26, 2022
SELL
$183.02 - $230.52 $6,771 - $8,529
-37 Reduced 2.16%
1,673 $315,000
Q1 2022

Apr 13, 2022
SELL
$209.9 - $242.97 $88,367 - $102,290
-421 Reduced 19.76%
1,710 $389,000
Q4 2021

Feb 03, 2022
BUY
$221.73 - $242.96 $144,789 - $158,652
653 Added 44.18%
2,131 $0
Q3 2021

Oct 27, 2021
BUY
$219.23 - $234.37 $7,234 - $7,734
33 Added 2.28%
1,478 $328,000
Q2 2021

Jul 26, 2021
SELL
$209.28 - $222.82 $26,997 - $28,743
-129 Reduced 8.2%
1,445 $322,000
Q1 2021

May 03, 2021
BUY
$191.87 - $208.85 $14,198 - $15,454
74 Added 4.93%
1,574 $325,000
Q4 2020

Feb 04, 2021
SELL
$166.99 - $194.64 $23,545 - $27,444
-141 Reduced 8.59%
1,500 $292,000
Q3 2020

Oct 23, 2020
BUY
$157.44 - $181.24 $9,446 - $10,874
60 Added 3.8%
1,641 $279,000
Q2 2020

Jul 27, 2020
BUY
$122.96 - $164.1 $194,399 - $259,442
1,581 New
1,581 $0
Q1 2020

Apr 27, 2020
SELL
$111.91 - $172.17 $189,239 - $291,139
-1,691 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$146.61 - $164.29 $146 - $164
-1 Reduced 0.06%
1,691 $276,000
Q3 2019

Oct 30, 2019
BUY
$150.3 - $153.62 $1,052 - $1,075
7 Added 0.42%
1,692 $255,000
Q2 2019

Aug 01, 2019
BUY
N/A
39 Added 2.37%
1,685 $253,000
Q1 2019

May 02, 2019
SELL
N/A
-1,675 Reduced 50.44%
1,646 $238,000
Q4 2018

Feb 19, 2019
BUY
N/A
3,321 New
3,321 $424,000

Others Institutions Holding VTI

# of Institutions
3,223
Shares Held
458M
Call Options Held
1.39M
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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