Number of Shares
11,726.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
2.46%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
84.72%

American Institute for Advanced Investment Management, LLP's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 11,726.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.22 Mil. This investment constitutes 2.46% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 5 purchases of VTI, at an average price of $157.70, for a total of 16,264.00 shares. In addition, there have been 15 sales at an average price of $237.02 for 4,538.00 shares. Based on historical transaction data and VTI's current price of $312.30, American Institute for Advanced Investment Management, LLP's estimated gain on his VTI holdings is $2.17 Mil, reflecting a 84.72% gain to date.

American Institute for Advanced Investment Management, LLP VTI ($312.30) Holding Chart

American Institute for Advanced Investment Management, LLP VTI ($312.30) 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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