Legacy Wealth Planning, LLC Vanguard Total Stock Market Et Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 6,985 shares of VTI stock, worth $1.98 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
6,985
Previous 6,785 2.95%
Holding current value
$1.98 Million
Previous $1.28 Million 2.03%
% of portfolio
2.07%
Previous 1.84%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$179.47 - $216.24 $35,894 - $43,248
200 Added 2.95%
6,985 $1.25 Million
Q2 2022

Jul 26, 2022
SELL
$183.02 - $230.52 $54,356 - $68,464
-297 Reduced 4.19%
6,785 $1.28 Million
Q1 2022

May 10, 2022
SELL
$209.9 - $242.97 $14,483 - $16,764
-69 Reduced 0.96%
7,082 $1.61 Million
Q4 2021

Feb 14, 2022
SELL
$221.73 - $242.96 $54,767 - $60,011
-247 Reduced 3.34%
7,151 $1.73 Million
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $326,433 - $348,976
1,489 Added 25.2%
7,398 $1.64 Million
Q1 2021

May 06, 2021
SELL
$191.87 - $208.85 $36,647 - $39,890
-191 Reduced 3.13%
5,909 $1.22 Million
Q3 2020

Nov 03, 2020
SELL
$157.44 - $181.24 $72,422 - $83,370
-460 Reduced 7.01%
6,100 $1.04 Million
Q2 2020

Aug 17, 2020
BUY
$122.96 - $164.1 $702,470 - $937,503
5,713 Added 674.5%
6,560 $1.03 Million
Q1 2020

May 18, 2020
SELL
$111.91 - $172.17 $640,796 - $985,845
-5,726 Reduced 87.11%
847 $847,000
Q1 2020

May 18, 2020
BUY
$111.91 - $172.17 $104,635 - $160,978
935 Added 16.58%
6,573 $847,000
Q4 2019

Feb 12, 2020
BUY
$146.61 - $164.29 $826,587 - $926,267
5,638 New
5,638 $922,000

Others Institutions Holding VTI

# of Institutions
3,376
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
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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