Allegiance Financial Group Advisory Services LLC VTI Holdings History
Allegiance Financial Group Advisory Services LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 122,382.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $33.64 Mil. This investment constitutes 10.23% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of VTI, at an average price of $226.36, for a total of 122,382.00 shares. Based on historical transaction data and VTI's current price of $311.99, Allegiance Financial Group Advisory Services LLC's estimated gain on his VTI holdings is $10.48 Mil, reflecting a 37.83% gain to date.
Allegiance Financial Group Advisory Services LLC VTI ($311.99) Holding Chart
Allegiance Financial Group Advisory Services LLC VTI ($311.99) 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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