Wealth Effects LLC Vanguard Total Stock Market Et Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealth Effects LLC holds 29,071 shares of VTI stock, worth $8.66 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
29,071
Previous 29,090 0.07%
Holding current value
$8.66 Million
Previous $8.24 Million 2.28%
% of portfolio
3.31%
Previous 3.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$280.04 - $302.45 $5,320 - $5,746
-19 Reduced 0.07%
29,071 $8.43 Million
Q3 2024

Oct 21, 2024
BUY
$255.18 - $283.2 $709,910 - $787,862
2,782 Added 10.57%
29,090 $8.24 Million
Q2 2024

Aug 02, 2024
SELL
$245.23 - $269.4 $80,925 - $88,901
-330 Reduced 1.24%
26,308 $7.04 Million
Q1 2024

Apr 22, 2024
BUY
$232.77 - $260.14 $46,554 - $52,028
200 Added 0.76%
26,638 $6.92 Million
Q4 2023

Jan 29, 2024
SELL
$203.12 - $238.25 $87,138 - $102,209
-429 Reduced 1.6%
26,438 $6.27 Million
Q3 2023

Oct 16, 2023
BUY
$211.41 - $228.35 $105,916 - $114,403
501 Added 1.9%
26,867 $5.71 Million
Q2 2023

Jul 18, 2023
BUY
$200.75 - $220.28 $104,189 - $114,325
519 Added 2.01%
26,366 $5.81 Million
Q1 2023

May 04, 2023
BUY
$189.85 - $210.01 $64,549 - $71,403
340 Added 1.33%
25,847 $5.28 Million
Q4 2022

Feb 02, 2023
BUY
$179.3 - $204.18 $4.57 Million - $5.21 Million
25,507 New
25,507 $4.88 Million
Q2 2022

Aug 03, 2022
SELL
$183.02 - $230.52 $225,846 - $284,461
-1,234 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$209.9 - $242.97 $42,399 - $49,079
202 Added 19.57%
1,234 $281,000
Q4 2021

Feb 09, 2022
BUY
$221.73 - $242.96 $228,825 - $250,734
1,032 New
1,032 $249,000

Others Institutions Holding VTI

# of Institutions
3,295
Shares Held
457M
Call Options Held
1.41M
Put Options Held
658K
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
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