Axos Invest Inc. VTI Holdings History
Number of Shares
179,980.00
Current Holdings Value*
$54.70 Mil
% of Portfolio
41.3%
Total Estimate Gain
$7.57 Mil
% of Total Estimate Gain
13.32%
Axos Invest Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Axos Invest Inc. held 179,980.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $54.70 Mil. This investment constitutes 41.3% 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 3 sales at an average price of $288.08 for 28,413.00 shares. Based on historical transaction data and VTI's current price of $312.41, Axos Invest Inc.'s estimated gain on his VTI holdings is $7.57 Mil, reflecting a 13.32% gain to date.
Axos Invest Inc. VTI ($312.41) Holding Chart
Axos Invest 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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