Altiora Financial Group, LLC VTI Holdings History
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 % |
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