San Luis Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 2,735 shares of VTI stock, worth $816,588. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,735
Previous 2,753 0.65%
Holding current value
$816,588
Previous $779,000 1.8%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 14, 2025
SELL
$280.04 - $302.45 $5,040 - $5,444
-18 Reduced 0.65%
2,735 $793,000
Q3 2024

Oct 09, 2024
BUY
$255.18 - $283.2 $19,904 - $22,089
78 Added 2.92%
2,753 $779,000
Q2 2024

Jul 12, 2024
BUY
$245.23 - $269.4 $655,990 - $720,644
2,675 New
2,675 $716,000
Q2 2023

Aug 02, 2023
BUY
$200.75 - $220.28 $3,412 - $3,744
17 Added 0.64%
2,678 $590,000
Q1 2023

May 10, 2023
BUY
$189.85 - $210.01 $505,190 - $558,836
2,661 New
2,661 $543,000
Q2 2022

Aug 10, 2022
SELL
$183.02 - $230.52 $473,289 - $596,124
-2,586 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$209.9 - $242.97 $542,801 - $628,320
2,586 New
2,586 $624,000
Q4 2021

Feb 14, 2022
SELL
$221.73 - $242.96 $514,635 - $563,910
-2,321 Closed
0 $0
Q3 2021

Nov 09, 2021
SELL
$219.23 - $234.37 $101,284 - $108,278
-462 Reduced 16.6%
2,321 $515,000
Q4 2020

Feb 05, 2021
BUY
$166.99 - $194.64 $464,733 - $541,683
2,783 New
2,783 $542,000

Others Institutions Holding VTI

# of Institutions
3,162
Shares Held
476M
Call Options Held
1.8M
Put Options Held
620K
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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