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 2025-06-30, Allegiance Financial Group Advisory Services LLC held 131,208.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $40.00 Mil. This investment constitutes 10.59% 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 10 purchases of VTI, at an average price of $230.05, for a total of 131,208.00 shares. Based on historical transaction data and VTI's current price of $312.41, Allegiance Financial Group Advisory Services LLC's estimated gain on his VTI holdings is $10.81 Mil, reflecting a 35.80% gain to date.
Allegiance Financial Group Advisory Services LLC VTI ($312.41) Holding Chart
Allegiance Financial Group Advisory Services LLC VTI ($312.41) 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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