BRIGHT FINANCIAL ADVISORS, INC. VTI Holdings History
BRIGHT FINANCIAL ADVISORS, INC.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 14,973.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.55 Mil. This investment constitutes 2.53% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 1 purchases of VTI, at an average price of $256.44, for a total of 15,472.00 shares. In addition, there have been 2 sales at an average price of $286.21 for 499.00 shares. Based on historical transaction data and VTI's current price of $312.41, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his VTI holdings is $852,827.65, reflecting a 21.49% gain to date.
BRIGHT FINANCIAL ADVISORS, INC. VTI ($312.41) Holding Chart
BRIGHT FINANCIAL ADVISORS, 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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