Ibex Wealth Advisors Vanguard Total Stock Market Et Transaction History

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ibex Wealth Advisors holds 2,892 shares of VTI stock, worth $861,816. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,892
Holding current value
$861,816
% of portfolio
0.1%

Shares

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

Jan 23, 2025
BUY
$280.04 - $302.45 $809,875 - $874,685
2,892 New
2,892 $838,000
Q4 2022

Feb 06, 2023
BUY
$179.3 - $204.18 $474,248 - $540,056
2,645 New
2,645 $506,000
Q2 2022

Aug 16, 2022
SELL
$183.02 - $230.52 $496,350 - $625,170
-2,712 Reduced 24.44%
8,383 $1.58 Million
Q1 2022

May 16, 2022
BUY
$209.9 - $242.97 $283,994 - $328,738
1,353 Added 13.89%
11,095 $2.53 Million
Q4 2021

Feb 22, 2022
BUY
$221.73 - $242.96 $204,656 - $224,252
923 Added 10.47%
9,742 $2.35 Million
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $320,514 - $342,648
1,462 Added 19.87%
8,819 $1.96 Million
Q2 2021

Aug 20, 2021
BUY
$209.28 - $222.82 $1.54 Million - $1.64 Million
7,357 New
7,357 $1.64 Million
Q1 2020

May 05, 2020
SELL
$111.91 - $172.17 $1.19 Million - $1.83 Million
-10,652 Closed
0 $0
Q4 2019

Jan 24, 2020
SELL
$146.61 - $164.29 $78,876 - $88,388
-538 Reduced 4.81%
10,652 $1.74 Million
Q3 2019

Nov 12, 2019
SELL
$150.3 - $153.62 $30,961 - $31,645
-206 Reduced 1.81%
11,190 $1.69 Million
Q2 2019

Jul 30, 2019
BUY
N/A
11,396 New
11,396 $1.71 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-14,745 Closed
0 $0
Q3 2018

Oct 09, 2018
SELL
N/A
-1,094 Reduced 6.91%
14,745 $2.21 Million
Q1 2018

Jun 13, 2018
BUY
N/A
15,839 New
15,839 $2.1 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-14,856 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
14,856
14,856 $1.95 Million

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
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors 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 Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email