Vista Wealth Management Group, LLC Vanguard Total Stock Market Et Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 13,578 shares of VTI stock, worth $3.99 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

13,578

Previous 12,212 11.19%

Holding current value

$3.99 Million

Previous $3.27 Million 17.7%

% of portfolio

0.27%

Previous 0.25%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$255.18 - $283.2 $348,575 - $386,851	1,366 Added 11.19%	13,578 $3.84 Million
Q2 2024 Jul 30, 2024	BUY	$245.23 - $269.4 $922,064 - $1.01 Million	3,760 Added 44.49%	12,212 $3.27 Million
Q1 2024 Apr 29, 2024	BUY	$232.77 - $260.14 $275,366 - $307,745	1,183 Added 16.27%	8,452 $2.2 Million
Q4 2023 Feb 12, 2024	BUY	$203.12 - $238.25 $92,216 - $108,165	454 Added 6.66%	7,269 $1.72 Million
Q3 2023 Nov 14, 2023	BUY	$211.41 - $228.35 $441,212 - $476,566	2,087 Added 44.14%	6,815 $1.45 Million
Q2 2023 Aug 02, 2023	BUY	$200.75 - $220.28 $1,003 - $1,101	5 Added 0.11%	4,728 $1.04 Million
Q1 2023 May 04, 2023	BUY	$189.85 - $210.01 $63,599 - $70,353	335 Added 7.63%	4,723 $963,000
Q4 2022 Feb 07, 2023	BUY	$179.3 - $204.18 $52,534 - $59,824	293 Added 7.16%	4,388 $838,000
Q3 2022 Oct 25, 2022	SELL	$179.47 - $216.24 $427,138 - $514,651	-2,380 Reduced 36.76%	4,095 $776,000
Q2 2022 Jul 14, 2022	BUY	$183.02 - $230.52 $4,758 - $5,993	26 Added 0.4%	6,475 $1.23 Million
Q1 2022 May 04, 2022	BUY	$209.9 - $242.97 $341,507 - $395,312	1,627 Added 33.74%	6,449 $1.47 Million
Q4 2021 Jan 19, 2022	BUY	$221.73 - $242.96 $7,982 - $8,746	36 Added 0.75%	4,822 $1.16 Million
Q3 2021 Nov 02, 2021	BUY	$219.23 - $234.37 $504,009 - $538,816	2,299 Added 92.44%	4,786 $1.06 Million
Q2 2021 Jul 27, 2021	BUY	$209.28 - $222.82 $177,888 - $189,397	850 Added 51.92%	2,487 $554,000
Q1 2021 Apr 26, 2021	SELL	$191.87 - $208.85 $33,193 - $36,131	-173 Reduced 9.56%	1,637 $338,000
Q4 2020 Jan 25, 2021	BUY	$166.99 - $194.64 $667 - $778	4 Added 0.22%	1,810 $352,000
Q3 2020 Oct 26, 2020	BUY	$157.44 - $181.24 $80,609 - $92,794	512 Added 39.57%	1,806 $307,000
Q2 2020 Jul 14, 2020	BUY	$122.96 - $164.1 $159,110 - $212,345	1,294 New	1,294 $203,000
Q1 2020 May 01, 2020	SELL	$111.91 - $172.17 $302,716 - $465,719	-2,705 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$146.61 - $164.29 $396,580 - $444,404	2,705 New	2,705 $443,000

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

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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Vista Wealth Management Group, LLC Vanguard Total Stock Market Et Transaction History