Institutional & Family Asset Management, LLC Vanguard Total Stock Market Et Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 3,273 shares of VTI stock, worth $954,668. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,273
Previous 3,314 1.24%
Holding current value
$954,668
Previous $861,000 1.63%
% of portfolio
0.1%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
SELL
$245.23 - $269.4 $10,054 - $11,045
-41 Reduced 1.24%
3,273 $875,000
Q1 2024

May 08, 2024
SELL
$232.77 - $260.14 $157,818 - $176,374
-678 Reduced 16.98%
3,314 $861,000
Q4 2023

Feb 06, 2024
SELL
$203.12 - $238.25 $81,857 - $96,014
-403 Reduced 9.17%
3,992 $946,000
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $211 - $228
1 Added 0.02%
4,395 $933,000
Q1 2023

May 08, 2023
SELL
$189.85 - $210.01 $1.49 Million - $1.65 Million
-7,840 Reduced 64.08%
4,394 $896,000
Q4 2022

Feb 08, 2023
BUY
$179.3 - $204.18 $352,683 - $401,622
1,967 Added 19.16%
12,234 $2.34 Million
Q3 2022

Nov 07, 2022
BUY
$179.47 - $216.24 $1.73 Million - $2.09 Million
9,643 Added 1545.35%
10,267 $1.84 Million
Q2 2022

Aug 08, 2022
SELL
$183.02 - $230.52 $177,529 - $223,604
-970 Reduced 60.85%
624 $118,000
Q1 2022

May 11, 2022
SELL
$209.9 - $242.97 $166,240 - $192,432
-792 Reduced 33.19%
1,594 $363,000
Q4 2021

Feb 14, 2022
BUY
$221.73 - $242.96 $221 - $242
1 Added 0.04%
2,386 $576,000
Q3 2021

Nov 10, 2021
BUY
$219.23 - $234.37 $438 - $468
2 Added 0.08%
2,385 $530,000
Q2 2021

Aug 10, 2021
SELL
$209.28 - $222.82 $16,114 - $17,157
-77 Reduced 3.13%
2,383 $531,000
Q4 2020

Feb 03, 2021
BUY
$166.99 - $194.64 $307,261 - $358,137
1,840 Added 296.77%
2,460 $479,000
Q4 2019

Feb 14, 2020
SELL
$146.61 - $164.29 $59,670 - $66,866
-407 Reduced 39.63%
620 $101,000
Q1 2019

May 13, 2019
SELL
N/A
-1,889 Reduced 64.78%
1,027 $149,000
Q4 2018

Feb 14, 2019
BUY
N/A
20 Added 0.69%
2,916 $372,000
Q2 2018

Aug 13, 2018
BUY
N/A
415 Added 16.73%
2,896 $407,000
Q1 2018

May 14, 2018
SELL
N/A
-193 Reduced 7.22%
2,481 $337,000
Q4 2017

Feb 14, 2018
BUY
N/A
79 Added 3.04%
2,674 $367,000
Q3 2017

Nov 14, 2017
BUY
N/A
136 Added 5.53%
2,595 $336,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,459
2,459 $306,000

Others Institutions Holding VTI

# of Institutions
3,051
Shares Held
454M
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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