Lutz Financial Services LLC Vanguard Total Stock Market Et Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,535 shares of VTI stock, worth $967,494. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,535
Previous 3,664 3.52%
Holding current value
$967,494
Previous $1.04 Million 1.25%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Feb 03, 2025
SELL
$280.04 - $302.45 $36,125 - $39,016
-129 Reduced 3.52%
3,535 $1.02 Million
Q3 2024

Oct 29, 2024
BUY
$255.18 - $283.2 $48,484 - $53,808
190 Added 5.47%
3,664 $1.04 Million
Q1 2024

May 03, 2024
SELL
$232.77 - $260.14 $12,336 - $13,787
-53 Reduced 1.5%
3,474 $902,000
Q4 2023

Feb 07, 2024
SELL
$203.12 - $238.25 $256,337 - $300,671
-1,262 Reduced 26.35%
3,527 $836,000
Q3 2023

Nov 03, 2023
SELL
$211.41 - $228.35 $30,231 - $32,654
-143 Reduced 2.9%
4,789 $1.02 Million
Q2 2023

Aug 07, 2023
BUY
$200.75 - $220.28 $28,707 - $31,500
143 Added 2.99%
4,932 $1.09 Million
Q4 2022

Feb 06, 2023
SELL
$179.3 - $204.18 $735,130 - $837,138
-4,100 Reduced 46.12%
4,789 $915,000
Q3 2022

Oct 21, 2022
BUY
$179.47 - $216.24 $720,572 - $868,203
4,015 Added 82.38%
8,889 $1.6 Million
Q1 2022

Apr 25, 2022
BUY
$209.9 - $242.97 $106,839 - $123,671
509 Added 11.66%
4,874 $1.11 Million
Q2 2021

Jul 26, 2021
SELL
$209.28 - $222.82 $56,924 - $60,607
-272 Reduced 5.87%
4,365 $973,000
Q1 2021

Apr 27, 2021
SELL
$191.87 - $208.85 $527,834 - $574,546
-2,751 Reduced 37.24%
4,637 $959,000
Q4 2020

Feb 12, 2021
BUY
$166.99 - $194.64 $148,788 - $173,424
891 Added 13.71%
7,388 $1.44 Million
Q3 2020

Nov 05, 2020
BUY
$157.44 - $181.24 $3,936 - $4,531
25 Added 0.39%
6,497 $1.11 Million
Q2 2020

Jul 28, 2020
SELL
$122.96 - $164.1 $169,070 - $225,637
-1,375 Reduced 17.52%
6,472 $1.01 Million
Q1 2020

Apr 27, 2020
SELL
$111.91 - $172.17 $49,688 - $76,443
-444 Reduced 5.36%
7,847 $1.01 Million
Q4 2019

Feb 03, 2020
BUY
$146.61 - $164.29 $5,864 - $6,571
40 Added 0.48%
8,291 $1.36 Million
Q3 2019

Oct 31, 2019
BUY
$150.3 - $153.62 $15,330 - $15,669
102 Added 1.25%
8,251 $1.25 Million
Q2 2019

Aug 13, 2019
BUY
N/A
8,149 New
8,149 $1.22 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-1,490 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-1,404 Reduced 48.51%
1,490 $223,000
Q2 2018

Aug 15, 2018
SELL
N/A
-7 Reduced 0.24%
2,894 $406,000
Q1 2018

Apr 17, 2018
SELL
N/A
-296 Reduced 9.26%
2,901 $394,000
Q4 2017

Apr 17, 2018
BUY
N/A
3,197
3,197 $439,000

Others Institutions Holding VTI

# of Institutions
3,377
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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