Axos Invest Inc. VTI Holdings History
Number of Shares
189,322.00
Current Holdings Value*
$52.03 Mil
% of Portfolio
40.32%
Total Estimate Gain
$7.37 Mil
% of Total Estimate Gain
12.96%
Axos Invest Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Axos Invest Inc. held 189,322.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $52.03 Mil. This investment constitutes 40.32% of their stock portfolio, and Axos Invest Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $291.48 for 19,071.00 shares. Based on historical transaction data and VTI's current price of $309.80, Axos Invest Inc.'s estimated gain on his VTI holdings is $7.37 Mil, reflecting a 12.96% gain to date.
Axos Invest Inc. VTI ($309.80) Holding Chart
Axos Invest Inc. VTI ($309.80) 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 % |
Top Ranked Articles
- 1