Number of Shares
78,068.00
Current Holdings Value*
$21.46 Mil
% of Portfolio
4.56%
Total Estimate Gain
$6.55 Mil
% of Total Estimate Gain
37.50%

Altiora Financial Group, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 78,068.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $21.46 Mil. This investment constitutes 4.56% of their stock portfolio, and Altiora Financial Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 9 purchases of VTI, at an average price of $223.80, for a total of 78,068.00 shares. Based on historical transaction data and VTI's current price of $307.72, Altiora Financial Group, LLC's estimated gain on his VTI holdings is $6.55 Mil, reflecting a 37.50% gain to date.

Altiora Financial Group, LLC VTI ($307.72) Holding Chart

Altiora Financial Group, LLC VTI ($307.72) 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 %

Top Ranked Articles

  • 1