AllGen Financial Advisors, Inc. VTI Holdings History
AllGen Financial Advisors, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, AllGen Financial Advisors, Inc. held 168,071.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $46.19 Mil. This investment constitutes 13.67% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q2. And since then AllGen Financial Advisors, Inc. has made 4 purchases of VTI, at an average price of $281.13, for a total of 168,071.00 shares. Based on historical transaction data and VTI's current price of $309.80, AllGen Financial Advisors, Inc.'s estimated gain on his VTI holdings is $4.82 Mil, reflecting a 10.20% gain to date.
AllGen Financial Advisors, Inc. VTI ($309.80) Holding Chart
AllGen Financial Advisors, Inc. VTI ($309.80) 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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