Strategic Financial Concepts, LLC Vanguard Total Stock Market Et Transaction History

Strategic Financial Concepts, LLC

$688 Billion
Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 30,654 shares of VTI stock, worth $10.1 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

30,654

Previous 36,813 16.73%

Holding current value

$10.1 Million

Previous $11.2 Billion 10.6%

% of portfolio

1.45%

Previous 1.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$303.93 - $329.86 $1.87 Million - $2.03 Million	-6,159 Reduced 16.73%	30,654 $10 Billion
Q2 2025 Aug 05, 2025	SELL	$243.75 - $303.93 $986,943 - $1.23 Million	-4,049 Reduced 9.91%	36,813 $11.2 Billion
Q1 2025 Apr 28, 2025	SELL	$271.18 - $303.12 $84,065 - $93,967	-310 Reduced 0.75%	40,862 $11.2 Billion
Q4 2024 Jan 30, 2025	SELL	$280.04 - $302.45 $3 Billion - $3.24 Billion	-10,701,538 Reduced 99.62%	41,172 $11.9 Billion
Q4 2024 Jan 27, 2025	BUY	$280.04 - $302.45 $3 Billion - $3.24 Billion	10,703,913 Added 27589.54%	10,742,710 $11.9 Billion

Q3 2024 Nov 12, 2024	SELL	$255.18 - $283.2 $2.61 Billion - $2.9 Billion	-10,225,231 Reduced 99.62%	38,797 $11 Billion
Q2 2024 Aug 06, 2024	BUY	$245.23 - $269.4 $2.51 Billion - $2.76 Billion	10,228,821 Added 29053.37%	10,264,028 $1.18 Billion
Q1 2024 Apr 22, 2024	BUY	$232.77 - $260.14 $7.21 Million - $8.05 Million	30,960 Added 728.99%	35,207 $9.15 Billion
Q4 2023 Jan 18, 2024	SELL	$203.12 - $238.25 $4.98 Million - $5.85 Million	-24,539 Reduced 85.25%	4,247 $1.01 Billion
Q3 2023 Nov 07, 2023	BUY	$211.41 - $228.35 $948,596 - $1.02 Million	4,487 Added 18.47%	28,786 $6.11 Billion
Q2 2023 Sep 06, 2023	BUY	$200.75 - $220.28 $490,432 - $538,144	2,443 Added 11.18%	24,299 $5.35 Billion
Q1 2023 Sep 06, 2023	BUY	$189.85 - $210.01 $4.15 Million - $4.59 Million	21,856 New	21,856 $4.46 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Vanguard Total Stock Market Et Transaction History