Tobias Financial Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Tobias Financial Advisors, Inc.

$483 Million
Q4 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 1,763 shares of VTI stock, worth $484,895. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,763

Previous 1,469 20.01%

Holding current value

$484,895

Previous $415,000 22.89%

% of portfolio

0.11%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$280.04 - $302.45 $82,331 - $88,920	294 Added 20.01%	1,763 $510,000
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $15,939 - $17,511	-65 Reduced 4.24%	1,469 $392,000
Q3 2023 Nov 03, 2023	BUY	$211.41 - $228.35 $13,107 - $14,157	62 Added 4.21%	1,534 $325,000
Q2 2023 Aug 03, 2023	BUY	$200.75 - $220.28 $91,943 - $100,888	458 Added 45.17%	1,472 $324,000
Q1 2023 Apr 24, 2023	BUY	$189.85 - $210.01 $192,507 - $212,950	1,014 New	1,014 $206,000
Q1 2020 May 13, 2020	SELL	$111.91 - $172.17 $20,479 - $31,507	-183 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$146.61 - $164.29 $26,829 - $30,065	183 New	183 $29,000

Others Institutions Holding VTI

# of Institutions

3,379

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Vanguard Total Stock Market Et Transaction History