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 %

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