Philip James Wealth Mangement, LLC Vanguard Total Stock Market Et Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 40,868 shares of VTI stock, worth $11.7 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares
40,868
Previous 38,000 7.55%
Holding current value
$11.7 Million
Previous $9.88 Billion 10.7%
% of portfolio
7.28%
Previous 7.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$245.23 - $269.4 $703,319 - $772,639
2,868 Added 7.55%
40,868 $10.9 Billion
Q1 2024

Apr 29, 2024
BUY
$232.77 - $260.14 $422,244 - $471,893
1,814 Added 5.01%
38,000 $9.88 Billion
Q4 2023

Jan 29, 2024
BUY
$203.12 - $238.25 $7.35 Million - $8.62 Million
36,186 New
36,186 $8.58 Billion

Others Institutions Holding VTI

# of Institutions
2,975
Shares Held
464M
Call Options Held
647K
Put Options Held
433K
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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