Annapolis Financial Services, LLC VTI Holdings History
Annapolis Financial Services, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 52,384.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $14.83 Mil. This investment constitutes 4.39% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Annapolis Financial Services, LLC has made 5 purchases of VTI, at an average price of $185.59, for a total of 81,479.00 shares. In addition, there have been 10 sales at an average price of $228.73 for 29,095.00 shares. Based on historical transaction data and VTI's current price of $305.58, Annapolis Financial Services, LLC's estimated gain on his VTI holdings is $7.54 Mil, reflecting a 49.86% gain to date.
Annapolis Financial Services, LLC VTI ($305.58) Holding Chart
Annapolis Financial Services, LLC VTI ($305.58) 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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