Plan Group Financial, LLC Vanguard Total Stock Market Et Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Plan Group Financial, LLC holds 21,666 shares of VTI stock, worth $7.15 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
21,666
Previous 20,616 5.09%
Holding current value
$7.15 Million
Previous $6.27 Million 13.49%
% of portfolio
2.0%
Previous 2.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$303.93 - $329.86 $319,126 - $346,353
1,050 Added 5.09%
21,666 $7.11 Million
Q2 2025

Aug 13, 2025
BUY
$243.75 - $303.93 $91,893 - $114,581
377 Added 1.86%
20,616 $6.27 Million
Q1 2025

May 09, 2025
BUY
$271.18 - $303.12 $291,518 - $325,854
1,075 Added 5.61%
20,239 $5.56 Million
Q4 2024

Jan 31, 2025
BUY
$280.04 - $302.45 $52,647 - $56,860
188 Added 0.99%
19,164 $5.55 Million
Q3 2024

Oct 22, 2024
SELL
$255.18 - $283.2 $152,597 - $169,353
-598 Reduced 3.06%
18,976 $5.37 Million
Q2 2024

Aug 05, 2024
SELL
$245.23 - $269.4 $375,447 - $412,451
-1,531 Reduced 7.25%
19,574 $5.24 Million
Q1 2024

Apr 26, 2024
BUY
$232.77 - $260.14 $615,909 - $688,330
2,646 Added 14.33%
21,105 $5.49 Million
Q4 2023

Jan 29, 2024
BUY
$203.12 - $238.25 $1.86 Million - $2.18 Million
9,145 Added 98.19%
18,459 $4.38 Million
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $1.7 Million - $1.83 Million
8,035 Added 628.23%
9,314 $1.98 Million
Q2 2023

Aug 10, 2023
SELL
$200.75 - $220.28 $3.26 Million - $3.57 Million
-16,221 Reduced 92.69%
1,279 $281,000
Q2 2022

Aug 12, 2022
BUY
$183.02 - $230.52 $3.2 Million - $4.03 Million
17,500 New
17,500 $3.3 Million

Others Institutions Holding VTI

# of Institutions
3,636
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
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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