Boston Standard Wealth Management, LLC VTI Holdings History
Boston Standard Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Boston Standard Wealth Management, LLC held 676,828.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $205.71 Mil. This investment constitutes 37.06% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q4. And since then Boston Standard Wealth Management, LLC has made 26 purchases of VTI, at an average price of $170.09, for a total of 866,841.00 shares. In addition, there have been 5 sales at an average price of $163.35 for 190,013.00 shares. Based on historical transaction data and VTI's current price of $309.80, Boston Standard Wealth Management, LLC's estimated gain on his VTI holdings is $93.28 Mil, reflecting a 63.26% gain to date.
Boston Standard Wealth Management, LLC VTI ($309.80) Holding Chart
Boston Standard Wealth Management, LLC 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 % |
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