Wells Trecaso Financial Group, LLC Vanguard Total Stock Market Et Transaction History

Wells Trecaso Financial Group, LLC

$306 Million
Q4 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 9,289 shares of VTI stock, worth $2.77 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

9,289

Previous 8,442 10.03%

Holding current value

$2.77 Million

Previous $2.39 Million 12.64%

% of portfolio

0.88%

Previous 0.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$280.04 - $302.45 $237,193 - $256,175	847 Added 10.03%	9,289 $2.69 Million
Q3 2024 Oct 24, 2024	BUY	$255.18 - $283.2 $190,109 - $210,984	745 Added 9.68%	8,442 $2.39 Million
Q2 2024 Aug 13, 2024	BUY	$245.23 - $269.4 $323,458 - $355,338	1,319 Added 20.68%	7,697 $2.06 Million
Q1 2024 Apr 24, 2024	BUY	$232.77 - $260.14 $1.08 Million - $1.21 Million	4,659 Added 271.03%	6,378 $1.66 Million
Q4 2023 Jan 19, 2024	BUY	$203.12 - $238.25 $10,156 - $11,912	50 Added 3.0%	1,719 $407,000
Q1 2023 Apr 20, 2023	BUY	$189.85 - $210.01 $4,746 - $5,250	25 Added 1.52%	1,669 $340,000
Q4 2022 Jan 27, 2023	BUY	$179.3 - $204.18 $294,769 - $335,671	1,644 New	1,644 $0

Others Institutions Holding VTI

# of Institutions

3,265

Shares Held

458M

Call Options Held

1.39M

Put Options Held

611K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.

Account

Wells Trecaso Financial Group, LLC Vanguard Total Stock Market Et Transaction History