Abound Wealth Management VTI Holdings History
Abound Wealth Management's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Abound Wealth Management held 51,395.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $14.13 Mil. This investment constitutes 4.71% of their stock portfolio, and Abound Wealth Management now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 7 purchases of VTI, at an average price of $220.35, for a total of 107,596.00 shares. In addition, there have been 6 sales at an average price of $202.59 for 56,201.00 shares. Based on historical transaction data and VTI's current price of $303.31, Abound Wealth Management's estimated gain on his VTI holdings is $3.27 Mil, reflecting a 13.77% gain to date.
Abound Wealth Management VTI ($303.31) Holding Chart
Abound Wealth Management VTI ($303.31) 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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