Bradley & Co. Private Wealth Management, LLC VTI Holdings History
Bradley & Co. Private Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 42,317.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.63 Mil. This investment constitutes 7.94% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q1. And since then Bradley & Co. Private Wealth Management, LLC has made 10 purchases of VTI, at an average price of $232.91, for a total of 52,478.00 shares. In addition, there have been 5 sales at an average price of $216.88 for 10,161.00 shares. Based on historical transaction data and VTI's current price of $312.41, Bradley & Co. Private Wealth Management, LLC's estimated gain on his VTI holdings is $3.20 Mil, reflecting a 26.19% gain to date.
Bradley & Co. Private Wealth Management, LLC VTI ($312.41) Holding Chart
Bradley & Co. Private Wealth Management, LLC VTI ($312.41) 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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