W.G. Shaheen & Associates Dba Whitney & CO Vanguard Total Stock Market Et Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $856 Million
  • Q2 2024

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 2,026 shares of VTI stock, worth $571,797. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,026
Previous 2,046 0.98%
Holding current value
$571,797
Previous $531,000 1.88%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$245.23 - $269.4 $4,904 - $5,388
-20 Reduced 0.98%
2,026 $541,000
Q1 2024

May 08, 2024
BUY
$232.77 - $260.14 $21,182 - $23,672
91 Added 4.65%
2,046 $531,000
Q4 2023

Feb 08, 2024
SELL
$203.12 - $238.25 $6,093 - $7,147
-30 Reduced 1.51%
1,955 $463,000
Q3 2023

Nov 08, 2023
BUY
$211.41 - $228.35 $33,825 - $36,536
160 Added 8.77%
1,985 $421,000
Q1 2023

May 03, 2023
BUY
$189.85 - $210.01 $949 - $1,050
5 Added 0.27%
1,825 $372,000
Q4 2022

Feb 03, 2023
BUY
$179.3 - $204.18 $326,326 - $371,607
1,820 New
1,820 $347,000
Q2 2022

Aug 05, 2022
SELL
$183.02 - $230.52 $623,366 - $785,151
-3,406 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$209.9 - $242.97 $300,786 - $348,176
1,433 Added 72.63%
3,406 $775,000
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $36,830 - $39,374
168 Added 9.31%
1,973 $438,000
Q1 2021

May 11, 2021
SELL
$191.87 - $208.85 $3,453 - $3,759
-18 Reduced 0.99%
1,805 $373,000
Q4 2020

Feb 10, 2021
BUY
$166.99 - $194.64 $304,422 - $354,828
1,823 New
1,823 $366,000
Q4 2018

Feb 07, 2019
SELL
N/A
-50 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
50 New
50 $7,000

Others Institutions Holding VTI

# of Institutions
2,989
Shares Held
461M
Call Options Held
647K
Put Options Held
433K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email