BWM Planning, LLC VTI Holdings History

Number of Shares
80,527.00
Current Holdings Value*
$22.13 Mil
% of Portfolio
9.37%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
12.49%

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 $312.03, BWM Planning, LLC's estimated gain on his VTI holdings is $2.79 Mil, reflecting a 12.49% gain to date.

BWM Planning, LLC VTI ($312.03) Holding Chart

BWM Planning, LLC VTI ($312.03) 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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