Wealth Management Partners, LLC Vanguard Total Stock Market Et Transaction History

Wealth Management Partners, LLC

$212 Million
Q1 2025

A detailed history of Wealth Management Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealth Management Partners, LLC holds 964 shares of VTI stock, worth $249,704. This represents 0.12% of its overall portfolio holdings.

Number of Shares

964

Previous 1,022 5.68%

Holding current value

$249,704

Previous $296,000 11.15%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$271.18 - $303.12 $15,728 - $17,580	-58 Reduced 5.68%	964 $263,000
Q3 2024 Oct 21, 2024	SELL	$255.18 - $283.2 $18,883 - $20,956	-74 Reduced 6.75%	1,022 $289,000
Q2 2024 Jul 12, 2024	SELL	$245.23 - $269.4 $9,318 - $10,237	-38 Reduced 3.35%	1,096 $293,000
Q4 2023 Jan 10, 2024	BUY	$203.12 - $238.25 $406 - $476	2 Added 0.18%	1,134 $269,000
Q2 2023 Jul 24, 2023	BUY	$200.75 - $220.28 $227,249 - $249,356	1,132 New	1,132 $249,000
Q1 2021 Apr 15, 2021	SELL	$191.87 - $208.85 $203,382 - $221,381	-1,060 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$166.99 - $194.64 $177,009 - $206,318	1,060 New	1,060 $213,000

Others Institutions Holding VTI

# of Institutions

3,397

Shares Held

473M

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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Wealth Management Partners, LLC Vanguard Total Stock Market Et Transaction History