B.O.S.S. Retirement Advisors, LLC VTI Holdings History
B.O.S.S. Retirement Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 138,963.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $38.19 Mil. This investment constitutes 11.07% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 8 purchases of VTI, at an average price of $257.55, for a total of 220,031.00 shares. In addition, there have been 1 sales at an average price of $247.40 for 81,068.00 shares. Based on historical transaction data and VTI's current price of $307.26, B.O.S.S. Retirement Advisors, LLC's estimated gain on his VTI holdings is $6.08 Mil, reflecting a 10.74% gain to date.
B.O.S.S. Retirement Advisors, LLC VTI ($307.26) Holding Chart
B.O.S.S. Retirement Advisors, LLC VTI ($307.26) 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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