Ulland Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History

Ulland Investment Advisors, LLC

$157 Million
Q4 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 298 shares of VTI stock, worth $81,482. This represents 0.05% of its overall portfolio holdings.

Number of Shares

298

Previous 335 11.04%

Holding current value

$81,482

Previous $95,000 9.47%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$280.04 - $302.45 $10,361 - $11,190	-37 Reduced 11.04%	298 $86,000
Q4 2023 Jan 16, 2024	SELL	$203.12 - $238.25 $5,078 - $5,956	-25 Reduced 6.94%	335 $79,000
Q3 2023 Oct 23, 2023	SELL	$211.41 - $228.35 $3,171 - $3,425	-15 Reduced 4.0%	360 $76,000
Q2 2023 Jul 20, 2023	SELL	$200.75 - $220.28 $20,075 - $22,028	-100 Reduced 21.05%	375 $83,000
Q4 2022 Jan 31, 2023	BUY	$179.3 - $204.18 $2,689 - $3,062	15 Added 3.26%	475 $91,000
Q1 2022 May 09, 2022	SELL	$209.9 - $242.97 $226,692 - $262,407	-1,080 Reduced 70.13%	460 $105,000
Q4 2021 Feb 16, 2022	BUY	$221.73 - $242.96 $341,464 - $374,158	1,540 New	1,540 $372,000

Others Institutions Holding VTI

# of Institutions

3,385

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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Ulland Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History