Selective Wealth Management, Inc. Vanguard Total Stock Market Et Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 9,572 shares of VTI stock, worth $2.84 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

9,572

Previous 9,760 1.93%

Holding current value

$2.84 Million

Previous $2.61 Million 3.83%

% of portfolio

1.13%

Previous 1.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$255.18 - $283.2 $47,973 - $53,241	-188 Reduced 1.93%	9,572 $2.71 Million
Q2 2024 Jul 10, 2024	SELL	$245.23 - $269.4 $14,223 - $15,625	-58 Reduced 0.59%	9,760 $2.61 Million
Q1 2024 Apr 11, 2024	BUY	$232.77 - $260.14 $112,195 - $125,387	482 Added 5.16%	9,818 $2.55 Million
Q4 2023 Jan 05, 2024	BUY	$203.12 - $238.25 $961,570 - $1.13 Million	4,734 Added 102.87%	9,336 $2.21 Million
Q3 2023 Oct 10, 2023	BUY	$211.41 - $228.35 $4,651 - $5,023	22 Added 0.48%	4,602 $977,000
Q2 2023 Jul 11, 2023	BUY	$200.75 - $220.28 $919,435 - $1.01 Million	4,580 New	4,580 $1.01 Million
Q3 2022 Oct 21, 2022	SELL	$179.47 - $216.24 $1,076 - $1,297	-6 Reduced 2.14%	274 $49,000
Q1 2022 Apr 20, 2022	BUY	$209.9 - $242.97 $1,049 - $1,214	5 Added 1.82%	280 $64,000
Q4 2021 Jan 18, 2022	BUY	$221.73 - $242.96 $23,281 - $25,510	105 Added 61.76%	275 $66,000
Q3 2021 Oct 27, 2021	BUY	$219.23 - $234.37 $6,138 - $6,562	28 Added 19.72%	170 $38,000
Q3 2020 Oct 21, 2020	SELL	$157.44 - $181.24 $16,216 - $18,667	-103 Reduced 42.04%	142 $24,000
Q4 2019 Jan 10, 2020	BUY	$146.61 - $164.29 $146 - $164	1 Added 0.41%	245 $40,000
Q3 2019 Oct 29, 2019	BUY	$150.3 - $153.62 $36,673 - $37,483	244 New	244 $37,000

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Vanguard Total Stock Market Et Transaction History