Lws Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 1,291 shares of VTI stock, worth $378,340. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,291

Previous 1,315 1.83%

Holding current value

$378,340

Previous $279,000 9.68%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$203.12 - $238.25 $4,874 - $5,718	-24 Reduced 1.83%	1,291 $306,000
Q3 2023 Nov 13, 2023	SELL	$211.41 - $228.35 $1,691 - $1,826	-8 Reduced 0.6%	1,315 $279,000
Q2 2023 Jul 28, 2023	BUY	$200.75 - $220.28 $2,409 - $2,643	12 Added 0.92%	1,323 $291,000
Q1 2023 Apr 28, 2023	SELL	$189.85 - $210.01 $15,188 - $16,800	-80 Reduced 5.75%	1,311 $267,000
Q4 2022 Feb 14, 2023	SELL	$179.3 - $204.18 $1,075 - $1,225	-6 Reduced 0.43%	1,391 $265,000
Q3 2022 Nov 14, 2022	SELL	$179.47 - $216.24 $10,229 - $12,325	-57 Reduced 3.92%	1,397 $251,000
Q2 2022 Aug 05, 2022	BUY	$183.02 - $230.52 $8,967 - $11,295	49 Added 3.49%	1,454 $274,000
Q1 2022 May 10, 2022	BUY	$209.9 - $242.97 $419 - $485	2 Added 0.14%	1,405 $320,000
Q4 2021 Feb 02, 2022	SELL	$221.73 - $242.96 $13,747 - $15,063	-62 Reduced 4.23%	1,403 $339,000
Q3 2021 Nov 09, 2021	BUY	$219.23 - $234.37 $321,171 - $343,352	1,465 New	1,465 $325,000
Q1 2020 May 04, 2020	SELL	$111.91 - $172.17 $104,188 - $160,290	-931 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$146.61 - $164.29 $136,493 - $152,953	931 New	931 $152,000

Others Institutions Holding VTI

# of Institutions

3,047

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

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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Lws Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History