AA Financial Advisors, LLC VTI Holdings History
AA Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 54,729.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.63 Mil. This investment constitutes 3.58% of their stock portfolio, and AA Financial Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 5 purchases of VTI, at an average price of $237.58, for a total of 62,946.00 shares. In addition, there have been 1 sales at an average price of $290.53 for 8,217.00 shares. Based on historical transaction data and VTI's current price of $311.99, AA Financial Advisors, LLC's estimated gain on his VTI holdings is $4.51 Mil, reflecting a 30.14% gain to date.
AA Financial Advisors, LLC VTI ($311.99) Holding Chart
AA Financial Advisors, LLC VTI ($311.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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