Wheelhouse Advisory Group LLC Vanguard Total Stock Market Et Transaction History

Wheelhouse Advisory Group LLC

$232 Billion
Q3 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 1,133 shares of VTI stock, worth $373,731. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,133

Previous 1,225 7.51%

Holding current value

$373,731

Previous $373 Million 0.19%

% of portfolio

0.16%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$303.93 - $329.86 $27,961 - $30,347	-92 Reduced 7.51%	1,133 $372 Million
Q2 2025 Jul 23, 2025	SELL	$243.75 - $303.93 $25,350 - $31,608	-104 Reduced 7.83%	1,225 $373 Million
Q1 2025 Apr 29, 2025	SELL	$271.18 - $303.12 $132,064 - $147,619	-487 Reduced 26.82%	1,329 $366 Million
Q4 2024 Jan 21, 2025	BUY	$280.04 - $302.45 $34,444 - $37,201	123 Added 7.27%	1,816 $527 Million
Q3 2024 Oct 29, 2024	SELL	$255.18 - $283.2 $76,043 - $84,393	-298 Reduced 14.97%	1,693 $479 Million

Q2 2024 Jul 18, 2024	BUY	$245.23 - $269.4 $38,010 - $41,757	155 Added 8.44%	1,991 $537 Million
Q1 2024 Apr 23, 2024	SELL	$232.77 - $260.14 $66,339 - $74,139	-285 Reduced 13.44%	1,836 $477 Million
Q4 2023 Jan 31, 2024	BUY	$203.12 - $238.25 $430,817 - $505,328	2,121 New	2,121 $503 Million

Others Institutions Holding VTI

# of Institutions

3,636

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

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 Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Account

Wheelhouse Advisory Group LLC Vanguard Total Stock Market Et Transaction History