Number of Shares
42,688.00
Current Holdings Value*
$12.97 Mil
% of Portfolio
3.67%
Total Estimate Gain
$3.24 Mil
% of Total Estimate Gain
13.67%

Abound Wealth Management's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Abound Wealth Management held 42,688.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $12.97 Mil. This investment constitutes 3.67% 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 7 sales at an average price of $213.13 for 64,908.00 shares. Based on historical transaction data and VTI's current price of $307.26, Abound Wealth Management's estimated gain on his VTI holdings is $3.24 Mil, reflecting a 13.67% gain to date.

Abound Wealth Management VTI ($307.26) Holding Chart

Abound Wealth Management VTI ($307.26) 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 %

Top Ranked Articles

  • 1