Mark Sheptoff Financial Planning, LLC Vanguard Total Stock Market Et Transaction History

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,122 shares of VTI stock, worth $370,102. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,122

Previous 1,121 0.09%

Holding current value

$370,102

Previous $340,000 8.24%

% of portfolio

0.19%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$303.93 - $329.86 $303 - $329	1 Added 0.09%	1,122 $368,000
Q2 2025 Aug 06, 2025	BUY	$243.75 - $303.93 $12,187 - $15,196	50 Added 4.67%	1,121 $340,000
Q4 2024 Feb 11, 2025	BUY	$280.04 - $302.45 $4,760 - $5,141	17 Added 1.61%	1,071 $310,000
Q2 2024 Aug 12, 2024	BUY	$245.23 - $269.4 $2,452 - $2,694	10 Added 0.96%	1,054 $281,000
Q2 2023 Aug 10, 2023	BUY	$200.75 - $220.28 $5,821 - $6,388	29 Added 2.86%	1,044 $229,000

Q3 2020 Nov 12, 2020	SELL	$157.44 - $181.24 $39,360 - $45,310	-250 Reduced 19.76%	1,015 $173,000
Q3 2017 Nov 09, 2017	BUY	N/A	1,265	1,265 $164,000

Others Institutions Holding VTI

# of Institutions

3,636

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

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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Mark Sheptoff Financial Planning, LLC Vanguard Total Stock Market Et Transaction History