Number of Shares
221,109.00
Current Holdings Value*
$67.20 Mil
% of Portfolio
10%
Total Estimate Gain
$22.03 Mil
% of Total Estimate Gain
44.84%

Abacus Planning Group, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Abacus Planning Group, Inc. held 221,109.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $67.20 Mil. This investment constitutes 10% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2020Q1. And since then Abacus Planning Group, Inc. has made 19 purchases of VTI, at an average price of $212.07, for a total of 231,641.00 shares. In addition, there have been 3 sales at an average price of $259.27 for 10,532.00 shares. Based on historical transaction data and VTI's current price of $309.44, Abacus Planning Group, Inc.'s estimated gain on his VTI holdings is $22.03 Mil, reflecting a 44.84% gain to date.

Abacus Planning Group, Inc. VTI ($309.44) Holding Chart

Abacus Planning Group, Inc. VTI ($309.44) 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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