Accel Wealth Management VTI Holdings History
Accel Wealth Management's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Accel Wealth Management held 22,912.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.30 Mil. This investment constitutes 2.28% of their stock portfolio, and Accel Wealth Management now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 12 purchases of VTI, at an average price of $220.60, for a total of 45,345.00 shares. In addition, there have been 5 sales at an average price of $230.45 for 22,433.00 shares. Based on historical transaction data and VTI's current price of $309.26, Accel Wealth Management's estimated gain on his VTI holdings is $2.25 Mil, reflecting a 22.52% gain to date.
Accel Wealth Management VTI ($309.26) Holding Chart
Accel Wealth Management VTI ($309.26) 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 % | |||
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