Lyell Wealth Management, LP Vanguard Total Stock Market Et Transaction History

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025

A detailed history of Lyell Wealth Management, LP transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,663 shares of VTI stock, worth $548,557. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,663
Previous 1,663 -0.0%
Holding current value
$548,557
Previous $505,000 7.92%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$243.75 - $303.93 $73,125 - $91,179
-300 Reduced 15.28%
1,663 $505,000
Q4 2024

Jan 31, 2025
SELL
$280.04 - $302.45 $1,680 - $1,814
-6 Reduced 0.3%
1,963 $568,000
Q2 2024

Aug 08, 2024
SELL
$245.23 - $269.4 $1,716 - $1,885
-7 Reduced 0.35%
1,969 $526,000
Q3 2023

Oct 31, 2023
SELL
$211.41 - $228.35 $67,016 - $72,386
-317 Reduced 13.82%
1,976 $419,000
Q2 2023

Aug 04, 2023
SELL
$200.75 - $220.28 $77,288 - $84,807
-385 Reduced 14.38%
2,293 $505,000
Q1 2023

May 03, 2023
BUY
$189.85 - $210.01 $71,193 - $78,753
375 Added 16.28%
2,678 $546,000
Q3 2022

Oct 24, 2022
BUY
$179.47 - $216.24 $23,869 - $28,759
133 Added 6.13%
2,303 $413,000
Q2 2022

Jul 28, 2022
BUY
$183.02 - $230.52 $68,632 - $86,445
375 Added 20.89%
2,170 $409,000
Q1 2022

May 04, 2022
SELL
$209.9 - $242.97 $20,990 - $24,297
-100 Reduced 5.28%
1,795 $409,000
Q4 2021

Feb 08, 2022
BUY
$221.73 - $242.96 $70,288 - $77,018
317 Added 20.09%
1,895 $458,000
Q3 2021

Nov 10, 2021
SELL
$219.23 - $234.37 $18,634 - $19,921
-85 Reduced 5.11%
1,578 $350,000
Q1 2021

May 07, 2021
SELL
$191.87 - $208.85 $19,570 - $21,302
-102 Reduced 5.78%
1,663 $344,000
Q4 2020

Feb 04, 2021
SELL
$166.99 - $194.64 $445,362 - $519,104
-2,667 Reduced 60.18%
1,765 $344,000
Q3 2020

Nov 04, 2020
SELL
$157.44 - $181.24 $50,695 - $58,359
-322 Reduced 6.77%
4,432 $755,000
Q2 2020

Jul 30, 2020
BUY
$122.96 - $164.1 $41,191 - $54,973
335 Added 7.58%
4,754 $744,000
Q1 2020

May 11, 2020
BUY
$111.91 - $172.17 $27,529 - $42,353
246 Added 5.9%
4,419 $570,000
Q4 2019

Feb 05, 2020
BUY
$146.61 - $164.29 $39,438 - $44,194
269 Added 6.89%
4,173 $683,000
Q3 2019

Nov 06, 2019
BUY
$150.3 - $153.62 $1,503 - $1,536
10 Added 0.26%
3,904 $590,000
Q2 2019

Aug 01, 2019
BUY
N/A
4 Added 0.1%
3,894 $584,000
Q1 2019

May 06, 2019
BUY
N/A
3,890 New
3,890 $563,000
Q1 2018

May 07, 2018
SELL
N/A
-1,758 Closed
0 $0
Q4 2017

Jan 30, 2018
SELL
N/A
-425 Reduced 19.47%
1,758 $241,000
Q3 2017

Oct 26, 2017
BUY
N/A
2,183
2,183 $283,000

Others Institutions Holding VTI

# of Institutions
3,656
Shares Held
537M
Call Options Held
1.6M
Put Options Held
676K
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
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email