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

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Grand Wealth Management, LLC holds 4,839 shares of VTI stock, worth $1.42 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
4,839
Previous 4,307 12.35%
Holding current value
$1.42 Million
Previous $1.15 Million 18.92%
% of portfolio
0.8%
Previous 0.7%

Shares

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

Nov 04, 2024
BUY
$255.18 - $283.2 $135,755 - $150,662
532 Added 12.35%
4,839 $1.37 Million
Q2 2024

Aug 08, 2024
SELL
$245.23 - $269.4 $77,737 - $85,399
-317 Reduced 6.86%
4,307 $1.15 Million
Q1 2024

May 09, 2024
SELL
$232.77 - $260.14 $1,862 - $2,081
-8 Reduced 0.17%
4,624 $1.2 Million
Q4 2023

Jan 29, 2024
BUY
$203.12 - $238.25 $406 - $476
2 Added 0.04%
4,632 $1.1 Million
Q2 2023

Aug 14, 2023
SELL
$200.75 - $220.28 $44,767 - $49,122
-223 Reduced 4.6%
4,630 $1.02 Million
Q1 2023

May 10, 2023
SELL
$189.85 - $210.01 $66,637 - $73,713
-351 Reduced 6.74%
4,853 $990,000
Q4 2022

Feb 06, 2023
SELL
$179.3 - $204.18 $47,693 - $54,311
-266 Reduced 4.86%
5,204 $994,000
Q3 2022

Nov 08, 2022
BUY
$179.47 - $216.24 $16,690 - $20,110
93 Added 1.73%
5,470 $982,000
Q2 2022

Aug 25, 2022
BUY
$183.02 - $230.52 $29,649 - $37,344
162 Added 3.11%
5,377 $1.01 Million
Q1 2022

Aug 25, 2022
SELL
$209.9 - $242.97 $2,518 - $2,915
-12 Reduced 0.23%
5,215 $1.19 Million
Q4 2021

Aug 25, 2022
BUY
$221.73 - $242.96 $1.16 Million - $1.27 Million
5,227 New
5,227 $1.26 Million

Others Institutions Holding VTI

# of Institutions
3,046
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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