Number of Shares
184,563.00
Current Holdings Value*
$56.09 Mil
% of Portfolio
11.39%
Total Estimate Gain
$20.30 Mil
% of Total Estimate Gain
49.12%

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 $312.01, Affiance Financial, LLC's estimated gain on his VTI holdings is $20.30 Mil, reflecting a 49.12% gain to date.

Affiance Financial, LLC VTI ($312.01) Holding Chart

Affiance Financial, LLC VTI ($312.01) 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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