Altus Wealth Management, LLC VTI Holdings History
Altus Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Altus Wealth Management, LLC held 151,227.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $41.56 Mil. This investment constitutes 19.46% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 16 purchases of VTI, at an average price of $172.54, for a total of 160,256.00 shares. In addition, there have been 5 sales at an average price of $248.42 for 9,029.00 shares. Based on historical transaction data and VTI's current price of $303.31, Altus Wealth Management, LLC's estimated gain on his VTI holdings is $20.46 Mil, reflecting a 73.99% gain to date.
Altus Wealth Management, LLC VTI ($303.31) Holding Chart
Altus Wealth Management, LLC VTI ($303.31) 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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