Affiance Financial, LLC VTI Holdings History
Affiance Financial, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Affiance Financial, LLC held 184,563.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $56.09 Mil. This investment constitutes 11.39% of their stock portfolio, and Affiance Financial, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2015Q1. And since then Affiance Financial, LLC has made 22 purchases of VTI, at an average price of $200.46, for a total of 206,164.00 shares. In addition, there have been 8 sales at an average price of $187.17 for 21,601.00 shares. Based on historical transaction data and VTI's current price of $312.30, Affiance Financial, LLC's estimated gain on his VTI holdings is $20.36 Mil, reflecting a 49.25% gain to date.
Affiance Financial, LLC VTI ($312.30) Holding Chart
Affiance Financial, LLC VTI ($312.30) 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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