Wheelhouse Advisory Group LLC Vanguard Total Stock Market Et Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

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 1,816 shares of VTI stock, worth $542,257. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,816
Previous 1,693 7.27%
Holding current value
$542,257
Previous $479 Million 9.83%
% of portfolio
0.31%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,150
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
Track This Portfolio

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email