Aegis Wealth Management LLC VTI Holdings History
Aegis Wealth Management LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 15,984.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.39 Mil. This investment constitutes 2.58% of their stock portfolio, and Aegis Wealth Management LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of VTI, at an average price of $291.66, for a total of 15,984.00 shares. Based on historical transaction data and VTI's current price of $309.09, Aegis Wealth Management LLC's estimated gain on his VTI holdings is $278,621.94, reflecting a 5.98% gain to date.
Aegis Wealth Management LLC VTI ($309.09) Holding Chart
Aegis Wealth Management LLC VTI ($309.09) 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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