ABLE Financial Group, LLC VTI Holdings History
Number of Shares
23,502.00
Current Holdings Value*
$6.46 Mil
% of Portfolio
1.81%
Total Estimate Gain
$410,941.40
% of Total Estimate Gain
6.02%
ABLE Financial Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, ABLE Financial Group, LLC held 23,502.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.46 Mil. This investment constitutes 1.81% of their stock portfolio, and ABLE Financial Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. And since then ABLE Financial Group, LLC has made 3 purchases of VTI, at an average price of $290.54, for a total of 23,502.00 shares. Based on historical transaction data and VTI's current price of $308.03, ABLE Financial Group, LLC's estimated gain on his VTI holdings is $410,941.40, reflecting a 6.02% gain to date.
ABLE Financial Group, LLC VTI ($308.03) Holding Chart
ABLE Financial Group, LLC VTI ($308.03) 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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