Olio Financial Planning Vanguard Total Stock Market Et Transaction History

Olio Financial Planning

$284 Million
Q4 2024

A detailed history of Olio Financial Planning transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Olio Financial Planning holds 144,279 shares of VTI stock, worth $39.5 Million. This represents 14.71% of its overall portfolio holdings.

Number of Shares

144,279

Previous 229,747 37.2%

Holding current value

$39.5 Million

Previous $65.1 Million 35.73%

% of portfolio

14.71%

Previous 24.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$280.04 - $302.45 $23.9 Million - $25.8 Million	-85,468 Reduced 37.2%	144,279 $41.8 Million
Q3 2024 Oct 15, 2024	BUY	$255.18 - $283.2 $190,874 - $211,833	748 Added 0.33%	229,747 $65.1 Million
Q2 2024 Jul 12, 2024	SELL	$245.23 - $269.4 $183,432 - $201,511	-748 Reduced 0.33%	228,999 $61.3 Million
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $81,469 - $91,049	-350 Reduced 0.15%	229,747 $59.7 Million
Q4 2023 Jan 10, 2024	SELL	$203.12 - $238.25 $874,431 - $1.03 Million	-4,305 Reduced 1.84%	230,097 $54.6 Million
Q3 2023 Oct 19, 2023	SELL	$211.41 - $228.35 $116,275 - $125,592	-550 Reduced 0.23%	234,402 $49.8 Million
Q2 2023 Jul 13, 2023	SELL	$200.75 - $220.28 $131,692 - $144,503	-656 Reduced 0.28%	234,952 $51.8 Million
Q1 2023 Apr 11, 2023	SELL	$189.85 - $210.01 $743,262 - $822,189	-3,915 Reduced 1.63%	235,608 $48.1 Million
Q4 2022 Jan 13, 2023	BUY	$179.3 - $204.18 $3.92 Million - $4.47 Million	21,886 Added 10.06%	239,523 $0
Q3 2022 Oct 18, 2022	SELL	$179.47 - $216.24 $606,249 - $730,458	-3,378 Reduced 1.53%	217,637 $39.1 Million
Q2 2022 Jul 15, 2022	BUY	$183.02 - $230.52 $7.08 Million - $8.92 Million	38,696 Added 21.22%	221,015 $41.7 Million
Q1 2022 Apr 21, 2022	BUY	$209.9 - $242.97 $862,689 - $998,606	4,110 Added 2.31%	182,319 $41.5 Million
Q4 2021 Jan 31, 2022	BUY	$221.73 - $242.96 $39.5 Million - $43.3 Million	178,209 New	178,209 $43 Million

Others Institutions Holding VTI

# of Institutions

3,386

Shares Held

470M

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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Olio Financial Planning Vanguard Total Stock Market Et Transaction History