A detailed history of True Wealth Design, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, True Wealth Design, LLC holds 6,677 shares of VTI stock, worth $1.98 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,677
Previous 12,362 45.99%
Holding current value
$1.98 Million
Previous $3.31 Billion 42.82%
% of portfolio
0.74%
Previous 0.82%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$255.18 - $283.2 $1.45 Million - $1.61 Million
-5,685 Reduced 45.99%
6,677 $1.89 Billion
Q2 2024

Aug 14, 2024

SELL
$245.23 - $269.4 $130,217 - $143,051
-531 Reduced 4.12%
12,362 $3.31 Billion
Q1 2024

May 14, 2024

SELL
$232.77 - $260.14 $157,585 - $176,114
-677 Reduced 4.99%
12,893 $3.35 Billion
Q4 2023

Feb 14, 2024

SELL
$203.12 - $238.25 $9,140 - $10,721
-45 Reduced 0.33%
13,570 $3.22 Billion
Q3 2023

Nov 13, 2023

SELL
$211.41 - $228.35 $116,486 - $125,820
-551 Reduced 3.89%
13,615 $2.89 Billion
Q2 2023

Aug 14, 2023

SELL
$200.75 - $220.28 $356,732 - $391,437
-1,777 Reduced 11.15%
14,166 $3.12 Billion
Q1 2023

May 12, 2023

SELL
$189.85 - $210.01 $299,013 - $330,765
-1,575 Reduced 8.99%
15,943 $3.25 Billion
Q4 2022

Feb 15, 2023

BUY
$179.3 - $204.18 $3.14 Million - $3.58 Million
17,518 New
17,518 $3.35 Billion

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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