Sequent Planning LLC Vanguard Total Stock Market Et Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Sequent Planning LLC holds 12,363 shares of VTI stock, worth $4.08 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

12,363

Previous 37,292 66.85%

Holding current value

$4.08 Million

Previous $11.3 Billion 64.2%

% of portfolio

1.15%

Previous 3.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$303.93 - $329.86 $7.58 Million - $8.22 Million	-24,929 Reduced 66.85%	12,363 $4.06 Billion
Q2 2025 Aug 14, 2025	BUY	$243.75 - $303.93 $427,293 - $532,789	1,753 Added 4.93%	37,292 $11.3 Billion
Q1 2025 May 13, 2025	BUY	$271.18 - $303.12 $725,948 - $811,452	2,677 Added 8.15%	35,539 $9.77 Billion
Q4 2024 Feb 11, 2025	SELL	$280.04 - $302.45 $507,992 - $548,644	-1,814 Reduced 5.23%	32,862 $9.52 Billion
Q3 2024 Nov 14, 2024	SELL	$255.18 - $283.2 $472,083 - $523,920	-1,850 Reduced 5.06%	34,676 $9.82 Billion

Q2 2024 Aug 12, 2024	BUY	$245.23 - $269.4 $367,845 - $404,099	1,500 Added 4.28%	36,526 $9.79 Billion
Q1 2024 May 14, 2024	BUY	$232.77 - $260.14 $8.15 Million - $9.11 Million	35,026 New	35,026 $9.1 Billion

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

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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Account

Sequent Planning LLC Vanguard Total Stock Market Et Transaction History