O'Brien Wealth Partners LLC Vanguard Total Stock Market Et Transaction History

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 137,028 shares of VTI stock, worth $41.3 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares

137,028

Previous 121,700 12.59%

Holding current value

$41.3 Million

Previous $34.5 Million 15.24%

% of portfolio

7.53%

Previous 7.13%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$280.04 - $302.45 $4.29 Million - $4.64 Million	15,328 Added 12.59%	137,028 $39.7 Million
Q3 2024 Oct 23, 2024	SELL	$255.18 - $283.2 $327,395 - $363,345	-1,283 Reduced 1.04%	121,700 $34.5 Million
Q2 2024 Jul 22, 2024	SELL	$245.23 - $269.4 $10.7 Million - $11.7 Million	-43,537 Reduced 26.15%	122,983 $32.9 Million
Q1 2024 Apr 18, 2024	SELL	$232.77 - $260.14 $1.22 Million - $1.37 Million	-5,256 Reduced 3.06%	166,520 $43.3 Million
Q4 2023 Jan 25, 2024	SELL	$203.12 - $238.25 $788,105 - $924,410	-3,880 Reduced 2.21%	171,776 $40.7 Million
Q3 2023 Oct 24, 2023	SELL	$211.41 - $228.35 $986,650 - $1.07 Million	-4,667 Reduced 2.59%	175,656 $37.3 Million
Q2 2023 Aug 07, 2023	SELL	$200.75 - $220.28 $62,031 - $68,066	-309 Reduced 0.17%	180,323 $39.7 Million
Q1 2023 May 08, 2023	SELL	$189.85 - $210.01 $1.08 Million - $1.19 Million	-5,688 Reduced 3.05%	180,632 $36.9 Million
Q4 2022 Feb 10, 2023	SELL	$179.3 - $204.18 $424,941 - $483,906	-2,370 Reduced 1.26%	186,320 $35.6 Million
Q3 2022 Nov 14, 2022	BUY	$179.47 - $216.24 $556,177 - $670,127	3,099 Added 1.67%	188,690 $33.9 Million
Q2 2022 Jul 22, 2022	SELL	$183.02 - $230.52 $224,931 - $283,309	-1,229 Reduced 0.66%	185,591 $35 Million
Q1 2022 May 10, 2022	SELL	$209.9 - $242.97 $1.09 Million - $1.26 Million	-5,204 Reduced 2.71%	186,820 $37.1 Million
Q4 2021 Feb 09, 2022	SELL	$221.73 - $242.96 $2.12 Million - $2.32 Million	-9,557 Reduced 4.74%	192,024 $43.7 Million
Q3 2021 Oct 07, 2021	SELL	$219.23 - $234.37 $1.03 Million - $1.1 Million	-4,708 Reduced 2.28%	201,581 $45.1 Million
Q2 2021 Jul 12, 2021	SELL	$209.28 - $222.82 $2.51 Million - $2.67 Million	-11,989 Reduced 5.49%	206,289 $46.6 Million
Q1 2021 Apr 13, 2021	SELL	$191.87 - $208.85 $1.59 Million - $1.73 Million	-8,289 Reduced 3.66%	218,278 $46.5 Million
Q4 2020 Jan 11, 2021	SELL	$166.99 - $194.64 $925,792 - $1.08 Million	-5,544 Reduced 2.39%	226,567 $45.1 Million
Q3 2020 Oct 09, 2020	SELL	$157.44 - $181.24 $15 Million - $17.3 Million	-95,510 Reduced 29.15%	232,111 $40.8 Million
Q2 2020 Jul 10, 2020	BUY	$122.96 - $164.1 $6.27 Million - $8.37 Million	51,014 Added 18.44%	327,621 $52.2 Million
Q1 2020 Apr 03, 2020	BUY	$111.91 - $172.17 $11.2 Million - $17.3 Million	100,303 Added 56.89%	276,607 $34.7 Million
Q4 2019 Jan 07, 2020	SELL	$146.61 - $164.29 $1.86 Million - $2.08 Million	-12,681 Reduced 6.71%	176,304 $29 Million
Q3 2019 Oct 04, 2019	SELL	$150.3 - $153.62 $2.39 Million - $2.45 Million	-15,930 Reduced 7.77%	188,985 $28.5 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-16,163 Reduced 7.31%	204,915 $31.3 Million
Q1 2019 Apr 05, 2019	SELL	N/A	-30,443 Reduced 12.1%	221,078 $32 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-20,838 Reduced 7.65%	251,521 $33.7 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-47,321 Reduced 14.8%	272,359 $40.8 Million
Q2 2018 Jul 11, 2018	SELL	N/A	-20,013 Reduced 5.89%	319,680 $44.9 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-36,267 Reduced 9.65%	339,693 $46.1 Million
Q4 2017 Jan 10, 2018	SELL	N/A	-28,316 Reduced 7.0%	375,960 $51.6 Million
Q3 2017 Oct 12, 2017	BUY	N/A	404,276	404,276 $52.4 Million

Others Institutions Holding VTI

# of Institutions

3,112

Shares Held

456M

Call Options Held

1.81M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Account

O'Brien Wealth Partners LLC Vanguard Total Stock Market Et Transaction History