Holistic Planning, LLC Vanguard Total Stock Market Et Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Holistic Planning, LLC holds 4,097 shares of VTI stock, worth $1.22 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,097
Previous 3,299 24.19%
Holding current value
$1.22 Million
Previous $934 Million 27.09%
% of portfolio
0.43%
Previous 0.4%

Shares

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

Jan 24, 2025
BUY
$280.04 - $302.45 $223,471 - $241,355
798 Added 24.19%
4,097 $1.19 Billion
Q3 2024

Nov 01, 2024
BUY
$255.18 - $283.2 $341,430 - $378,921
1,338 Added 68.23%
3,299 $934 Million
Q1 2024

May 01, 2024
BUY
$232.77 - $260.14 $14,431 - $16,128
62 Added 3.26%
1,961 $510 Million
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $385,724 - $452,436
1,899 New
1,899 $451 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

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email