Morling Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Morling Financial Advisors, LLC

$270 Million
Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 107,993 shares of VTI stock, worth $32 Million. This represents 11.59% of its overall portfolio holdings.

Number of Shares

107,993

Previous 98,455 9.69%

Holding current value

$32 Million

Previous $27.9 Million 12.26%

% of portfolio

11.59%

Previous 10.81%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$280.04 - $302.45 $2.67 Million - $2.88 Million	9,538 Added 9.69%	107,993 $31.3 Million
Q3 2024 Oct 18, 2024	BUY	$255.18 - $283.2 $1.95 Million - $2.16 Million	7,639 Added 8.41%	98,455 $27.9 Million
Q2 2024 Aug 07, 2024	BUY	$245.23 - $269.4 $1.1 Million - $1.21 Million	4,476 Added 5.18%	90,816 $24.3 Million
Q1 2024 May 13, 2024	BUY	$232.77 - $260.14 $1.34 Million - $1.5 Million	5,753 Added 7.14%	86,340 $22.4 Million
Q4 2023 Feb 02, 2024	BUY	$203.12 - $238.25 $1.68 Million - $1.97 Million	8,287 Added 11.46%	80,587 $19.1 Million
Q3 2023 Nov 08, 2023	BUY	$211.41 - $228.35 $1.17 Million - $1.26 Million	5,528 Added 8.28%	72,300 $15.4 Million
Q2 2023 Jul 28, 2023	BUY	$200.75 - $220.28 $1.88 Million - $2.06 Million	9,371 Added 16.33%	66,772 $14.7 Million
Q1 2023 May 02, 2023	BUY	$189.85 - $210.01 $2.99 Million - $3.31 Million	15,773 Added 37.89%	57,401 $11.7 Million
Q4 2022 Feb 03, 2023	BUY	$179.3 - $204.18 $593,662 - $676,039	3,311 Added 8.64%	41,628 $7.96 Million
Q3 2022 Nov 01, 2022	BUY	$179.47 - $216.24 $732,058 - $882,042	4,079 Added 11.91%	38,317 $6.88 Million
Q2 2022 Aug 01, 2022	SELL	$183.02 - $230.52 $290,086 - $365,374	-1,585 Reduced 4.42%	34,238 $6.46 Million
Q1 2022 May 06, 2022	BUY	$209.9 - $242.97 $474,793 - $549,598	2,262 Added 6.74%	35,823 $8.16 Million
Q4 2021 Feb 04, 2022	BUY	$221.73 - $242.96 $7.44 Million - $8.15 Million	33,561 New	33,561 $8.1 Million

Others Institutions Holding VTI

# of Institutions

3,356

Shares Held

460M

Call Options Held

1.31M

Put Options Held

1.13M

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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Morling Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History