BIP Wealth, LLC VTI Holdings History
BIP Wealth, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 292,320.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $80.34 Mil. This investment constitutes 5.24% of their stock portfolio, and BIP Wealth, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 6 purchases of VTI, at an average price of $222.98, for a total of 319,821.00 shares. In addition, there have been 2 sales at an average price of $252.03 for 27,501.00 shares. Based on historical transaction data and VTI's current price of $309.09, BIP Wealth, LLC's estimated gain on his VTI holdings is $25.97 Mil, reflecting a 36.41% gain to date.
BIP Wealth, LLC VTI ($309.09) Holding Chart
BIP Wealth, LLC VTI ($309.09) 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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