Fsm Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 69,036 shares of VTI stock, worth $20.6 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

69,036

Previous 63,218 9.2%

Holding current value

$20.6 Million

Previous $17.9 Million 11.77%

% of portfolio

4.94%

Previous 4.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$280.04 - $302.45 $1.63 Million - $1.76 Million	5,818 Added 9.2%	69,036 $20 Million
Q3 2024 Oct 30, 2024	BUY	$255.18 - $283.2 $1.4 Million - $1.56 Million	5,496 Added 9.52%	63,218 $17.9 Million
Q2 2024 Jul 12, 2024	BUY	$245.23 - $269.4 $340,869 - $374,465	1,390 Added 2.47%	57,722 $15.4 Million
Q1 2024 May 14, 2024	BUY	$232.77 - $260.14 $2.06 Million - $2.3 Million	8,855 Added 18.65%	56,332 $14.6 Million
Q4 2023 May 14, 2024	SELL	$203.12 - $238.25 $479,160 - $562,031	-2,359 Reduced 4.73%	47,477 $11.3 Million
Q3 2023 Nov 14, 2023	SELL	$211.41 - $228.35 $463,199 - $500,314	-2,191 Reduced 4.21%	49,836 $10.6 Million
Q2 2023 Jul 12, 2023	BUY	$200.75 - $220.28 $838,131 - $919,669	4,175 Added 8.72%	52,027 $11.5 Million
Q1 2023 Apr 24, 2023	BUY	$189.85 - $210.01 $384,256 - $425,060	2,024 Added 4.42%	47,852 $9.77 Million
Q4 2022 Jan 19, 2023	BUY	$179.3 - $204.18 $331,525 - $377,528	1,849 Added 4.2%	45,828 $0
Q3 2022 Oct 24, 2022	BUY	$179.47 - $216.24 $3.33 Million - $4.01 Million	18,547 Added 72.93%	43,979 $7.89 Million
Q2 2022 Aug 12, 2022	BUY	$183.02 - $230.52 $4.65 Million - $5.86 Million	25,432 New	25,432 $5.29 Million

Others Institutions Holding VTI

# of Institutions

3,162

Shares Held

476M

Call Options Held

1.8M

Put Options Held

620K

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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Fsm Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History