Baldrige Asset Management LLC VTI Holdings History
Baldrige Asset Management LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2023-03-31, Baldrige Asset Management LLC held 40,663.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.30 Mil. This investment constitutes 3.4% of their stock portfolio, and Baldrige Asset Management LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q1. And since then Baldrige Asset Management LLC has made 7 purchases of VTI, at an average price of $146.39, for a total of 51,037.00 shares. In addition, there have been 9 sales at an average price of $172.50 for 10,374.00 shares. Based on historical transaction data and VTI's current price of $311.96, Baldrige Asset Management LLC's estimated gain on his VTI holdings is $7.00 Mil, reflecting a 93.73% gain to date.
Baldrige Asset Management LLC VTI ($311.96) Holding Chart
Baldrige Asset Management LLC VTI ($311.96) 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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