Occidental Asset Management, LLC Vanguard Total Stock Market Et Transaction History

Occidental Asset Management, LLC

  • $637 Million
  • Q4 2024

A detailed history of Occidental Asset Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Occidental Asset Management, LLC holds 801 shares of VTI stock, worth $238,698. This represents 0.04% of its overall portfolio holdings.

Number of Shares
801
Previous 1,291 37.96%
Holding current value
$238,698
Previous $365,000 36.44%
% of portfolio
0.04%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$280.04 - $302.45 $137,219 - $148,200
-490 Reduced 37.96%
801 $232,000
Q3 2024

Oct 11, 2024
BUY
$255.18 - $283.2 $125,293 - $139,051
491 Added 61.38%
1,291 $365,000
Q2 2024

Jul 15, 2024
SELL
$245.23 - $269.4 $490 - $538
-2 Reduced 0.25%
800 $214,000
Q1 2024

Apr 16, 2024
BUY
$232.77 - $260.14 $186,681 - $208,632
802 New
802 $208,000
Q1 2022

May 04, 2022
SELL
$209.9 - $242.97 $179,464 - $207,739
-855 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$221.73 - $242.96 $189,579 - $207,730
855 New
855 $207,000

Others Institutions Holding VTI

# of Institutions
3,223
Shares Held
458M
Call Options Held
1.39M
Put Options Held
611K
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
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