Beacon Wealthcare, Inc VTI Holdings History
Beacon Wealthcare, Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2020-12-31, Beacon Wealthcare, Inc held 437,612.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $85.18 Mil. This investment constitutes 51.31% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Beacon Wealthcare, Inc has made 6 purchases of VTI, at an average price of $141.33, for a total of 644,320.00 shares. In addition, there have been 5 sales at an average price of $145.18 for 206,708.00 shares. Based on historical transaction data and VTI's current price of $309.80, Beacon Wealthcare, Inc's estimated gain on his VTI holdings is $74.52 Mil, reflecting a 81.84% gain to date.
Beacon Wealthcare, Inc VTI ($309.80) Holding Chart
Beacon Wealthcare, Inc VTI ($309.80) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
