AllSquare Wealth Management LLC VTI Holdings History
AllSquare Wealth Management LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 98,494.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $27.07 Mil. This investment constitutes 16.07% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 9 purchases of VTI, at an average price of $108.02, for a total of 158,219.00 shares. In addition, there have been 21 sales at an average price of $163.08 for 59,725.00 shares. Based on historical transaction data and VTI's current price of $309.09, AllSquare Wealth Management LLC's estimated gain on his VTI holdings is $23.09 Mil, reflecting a 135.12% gain to date.
AllSquare Wealth Management LLC VTI ($309.09) Holding Chart
AllSquare 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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