Sky Oak Wealth, LLC Vanguard Total Stock Market Et Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 8,507 shares of VTI stock, worth $2.41 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

8,507

Previous 8,296 2.54%

Holding current value

$2.41 Million

Previous $2.35 Million 4.94%

% of portfolio

0.53%

Previous 0.53%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$280.04 - $302.45 $59,088 - $63,816	211 Added 2.54%	8,507 $2.47 Million
Q3 2024 Nov 04, 2024	BUY	$255.18 - $283.2 $76,298 - $84,676	299 Added 3.74%	8,296 $2.35 Million
Q2 2024 Aug 12, 2024	BUY	$245.23 - $269.4 $22,561 - $24,784	92 Added 1.16%	7,997 $2.14 Million
Q1 2024 Apr 29, 2024	BUY	$232.77 - $260.14 $275,134 - $307,485	1,182 Added 17.58%	7,905 $2.05 Million
Q4 2023 Jan 12, 2024	BUY	$203.12 - $238.25 $23,155 - $27,160	114 Added 1.72%	6,723 $1.59 Million
Q3 2023 Oct 24, 2023	BUY	$211.41 - $228.35 $10,781 - $11,645	51 Added 0.78%	6,609 $1.4 Million
Q2 2023 Jul 20, 2023	BUY	$200.75 - $220.28 $60,024 - $65,863	299 Added 4.78%	6,558 $1.44 Million
Q1 2023 May 02, 2023	BUY	$189.85 - $210.01 $13,289 - $14,700	70 Added 1.13%	6,259 $1.28 Million
Q4 2022 Jan 26, 2023	SELL	$179.3 - $204.18 $22,053 - $25,114	-123 Reduced 1.95%	6,189 $0
Q3 2022 Oct 25, 2022	BUY	$179.47 - $216.24 $12,203 - $14,704	68 Added 1.09%	6,312 $1.13 Million
Q2 2022 Jul 26, 2022	SELL	$183.02 - $230.52 $63,690 - $80,220	-348 Reduced 5.28%	6,244 $1.18 Million
Q1 2022 Apr 18, 2022	BUY	$209.9 - $242.97 $202,553 - $234,466	965 Added 17.15%	6,592 $1.5 Million
Q4 2021 Jan 24, 2022	BUY	$221.73 - $242.96 $21,729 - $23,810	98 Added 1.77%	5,627 $1.36 Million
Q3 2021 Oct 21, 2021	BUY	$219.23 - $234.37 $21,923 - $23,437	100 Added 1.84%	5,529 $1.23 Million
Q2 2021 Jul 19, 2021	BUY	$209.28 - $222.82 $1,883 - $2,005	9 Added 0.17%	5,429 $1.21 Million
Q1 2021 Apr 29, 2021	BUY	$191.87 - $208.85 $38,949 - $42,396	203 Added 3.89%	5,420 $1.18 Million
Q4 2020 Feb 02, 2021	BUY	$166.99 - $194.64 $24,881 - $29,001	149 Added 2.94%	5,217 $1.02 Million
Q3 2020 Nov 03, 2020	BUY	$157.44 - $181.24 $60,614 - $69,777	385 Added 8.22%	5,068 $863,000
Q2 2020 Aug 10, 2020	BUY	$122.96 - $164.1 $575,821 - $768,480	4,683 New	4,683 $733,000
Q1 2020 May 04, 2020	SELL	$111.91 - $172.17 $457,152 - $703,314	-4,085 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$146.61 - $164.29 $598,901 - $671,124	4,085 New	4,085 $668,000

Others Institutions Holding VTI

# of Institutions

3,376

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Sky Oak Wealth, LLC Vanguard Total Stock Market Et Transaction History