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

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 2,333 shares of VTI stock, worth $696,563. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,333
Previous 2,167 7.66%
Holding current value
$696,563
Previous $477,000 3.77%
% of portfolio
0.34%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
BUY
$211.41 - $228.35 $35,094 - $37,906
166 Added 7.66%
2,333 $495,000
Q2 2023

Aug 03, 2023
SELL
$200.75 - $220.28 $3,412 - $3,744
-17 Reduced 0.78%
2,167 $477,000
Q1 2023

May 05, 2023
SELL
$189.85 - $210.01 $408,747 - $452,151
-2,153 Reduced 49.64%
2,184 $445,000
Q4 2022

Feb 09, 2023
SELL
$179.3 - $204.18 $247,254 - $281,564
-1,379 Reduced 24.13%
4,337 $829,000
Q3 2022

Nov 07, 2022
SELL
$179.47 - $216.24 $293,433 - $353,552
-1,635 Reduced 22.24%
5,716 $1.03 Million
Q2 2022

Aug 01, 2022
SELL
$183.02 - $230.52 $197,478 - $248,731
-1,079 Reduced 12.8%
7,351 $1.39 Million
Q1 2022

May 06, 2022
SELL
$209.9 - $242.97 $162,882 - $188,544
-776 Reduced 8.43%
8,430 $1.92 Million
Q4 2021

Feb 03, 2022
BUY
$221.73 - $242.96 $2.04 Million - $2.24 Million
9,206 New
9,206 $2.22 Million

Others Institutions Holding VTI

# of Institutions
3,162
Shares Held
476M
Call Options Held
1.8M
Put Options Held
620K
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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