BWM Planning, LLC VTI Holdings History
BWM Planning, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 80,527.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $22.13 Mil. This investment constitutes 9.37% of their stock portfolio, and BWM Planning, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 2 purchases of VTI, at an average price of $277.38, for a total of 80,527.00 shares. Based on historical transaction data and VTI's current price of $312.30, BWM Planning, LLC's estimated gain on his VTI holdings is $2.81 Mil, reflecting a 12.59% gain to date.
BWM Planning, LLC VTI ($312.30) Holding Chart
BWM Planning, LLC VTI ($312.30) 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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