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

Jeppson Wealth Management, LLC

$276 Million
Q4 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 4,600 shares of VTI stock, worth $1.37 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

4,600

Previous 4,746 3.08%

Holding current value

$1.37 Million

Previous $1.34 Million 0.74%

% of portfolio

0.48%

Previous 0.48%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$280.04 - $302.45 $40,885 - $44,157	-146 Reduced 3.08%	4,600 $1.33 Million
Q3 2024 Nov 04, 2024	BUY	$255.18 - $283.2 $4,082 - $4,531	16 Added 0.34%	4,746 $1.34 Million
Q1 2024 Apr 17, 2024	BUY	$232.77 - $260.14 $3,491 - $3,902	15 Added 0.32%	4,730 $1.23 Million
Q4 2023 Jan 11, 2024	BUY	$203.12 - $238.25 $3,656 - $4,288	18 Added 0.38%	4,715 $1.12 Million
Q3 2023 Oct 25, 2023	BUY	$211.41 - $228.35 $3,382 - $3,653	16 Added 0.34%	4,697 $997,000
Q2 2023 Jul 31, 2023	SELL	$200.75 - $220.28 $1,806 - $1,982	-9 Reduced 0.19%	4,681 $1.03 Million
Q1 2023 Apr 27, 2023	BUY	$189.85 - $210.01 $2,468 - $2,730	13 Added 0.28%	4,690 $957,000
Q4 2022 Jan 27, 2023	SELL	$179.3 - $204.18 $116,007 - $132,104	-647 Reduced 12.15%	4,677 $0
Q3 2022 Oct 20, 2022	BUY	$179.47 - $216.24 $17,767 - $21,407	99 Added 1.89%	5,324 $956,000
Q2 2022 Aug 03, 2022	BUY	$183.02 - $230.52 $3,660 - $4,610	20 Added 0.38%	5,225 $985,000
Q1 2022 Apr 27, 2022	BUY	$209.9 - $242.97 $3,148 - $3,644	15 Added 0.29%	5,205 $1.19 Million
Q4 2021 Jan 19, 2022	SELL	$221.73 - $242.96 $77,162 - $84,550	-348 Reduced 6.28%	5,190 $1.25 Million
Q3 2021 Nov 17, 2021	BUY	$219.23 - $234.37 $3,507 - $3,749	16 Added 0.29%	5,538 $1.23 Million
Q2 2021 Jul 20, 2021	BUY	$209.28 - $222.82 $3,348 - $3,565	16 Added 0.29%	5,522 $1.23 Million
Q1 2021 May 19, 2021	BUY	$191.87 - $208.85 $3,261 - $3,550	17 Added 0.31%	5,506 $1.14 Million
Q4 2020 Mar 05, 2021	BUY	$166.99 - $194.64 $6,679 - $7,785	40 Added 0.73%	5,489 $1.07 Million
Q3 2020 Nov 19, 2020	BUY	$157.44 - $181.24 $857,890 - $987,576	5,449 New	5,449 $928,000

Others Institutions Holding VTI

# of Institutions

3,140

Shares Held

475M

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