Kowal Investment Group, LLC Vanguard Total Stock Market Et Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Kowal Investment Group, LLC holds 1,936 shares of VTI stock, worth $638,608. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,936

Previous 1,934 0.1%

Holding current value

$638,608

Previous $517,000 6.0%

% of portfolio

0.1%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$255.18 - $283.2 $510 - $566	2 Added 0.1%	1,936 $548,000
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $146,157 - $160,562	-596 Reduced 23.56%	1,934 $517,000
Q1 2024 Apr 18, 2024	SELL	$232.77 - $260.14 $30,725 - $34,338	-132 Reduced 4.96%	2,530 $657,000
Q4 2023 Jan 22, 2024	BUY	$203.12 - $238.25 $6,093 - $7,147	30 Added 1.14%	2,662 $631,000
Q2 2023 Jul 18, 2023	SELL	$200.75 - $220.28 $6,223 - $6,828	-31 Reduced 1.16%	2,632 $579,000

Q1 2023 Apr 21, 2023	SELL	$189.85 - $210.01 $242,438 - $268,182	-1,277 Reduced 32.41%	2,663 $543,000
Q4 2022 Jan 25, 2023	BUY	$179.3 - $204.18 $179,479 - $204,384	1,001 Added 34.06%	3,940 $0
Q3 2022 Nov 09, 2022	BUY	$179.47 - $216.24 $14,537 - $17,515	81 Added 2.83%	2,939 $528,000
Q2 2022 Aug 15, 2022	SELL	$183.02 - $230.52 $184,301 - $232,133	-1,007 Reduced 26.05%	2,858 $539,000
Q1 2022 Apr 15, 2022	SELL	$209.9 - $242.97 $63,179 - $73,133	-301 Reduced 7.23%	3,865 $880,000
Q4 2021 Feb 11, 2022	SELL	$221.73 - $242.96 $62,749 - $68,757	-283 Reduced 6.36%	4,166 $1.01 Million
Q3 2021 Nov 12, 2021	BUY	$219.23 - $234.37 $38,146 - $40,780	174 Added 4.07%	4,449 $988,000
Q2 2021 Aug 12, 2021	BUY	$209.28 - $222.82 $122,428 - $130,349	585 Added 15.85%	4,275 $953,000
Q1 2021 May 12, 2021	BUY	$191.87 - $208.85 $69,648 - $75,812	363 Added 10.91%	3,690 $763,000
Q4 2020 Feb 19, 2021	BUY	$166.99 - $194.64 $555,575 - $647,567	3,327 New	3,327 $661,000

Others Institutions Holding VTI

# of Institutions

3,640

Shares Held

537M

Call Options Held

1.6M

Put Options Held

734K

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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Kowal Investment Group, LLC Vanguard Total Stock Market Et Transaction History