Aspen Investment Management Inc VTI Holdings History
Number of Shares
2,668.00
Current Holdings Value*
$730,000.00
% of Portfolio
0.34%
Total Estimate Gain
$58,375.84
% of Total Estimate Gain
7.53%
Aspen Investment Management Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Aspen Investment Management Inc held 2,668.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $730,000.00. This investment constitutes 0.34% of their stock portfolio, and Aspen Investment Management Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2025Q1. And since then Aspen Investment Management Inc has made 1 purchases of VTI, at an average price of $290.53, for a total of 2,668.00 shares. Based on historical transaction data and VTI's current price of $312.41, Aspen Investment Management Inc's estimated gain on his VTI holdings is $58,375.84, reflecting a 7.53% gain to date.
Aspen Investment Management Inc VTI ($312.41) Holding Chart
Aspen Investment Management Inc VTI ($312.41) 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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