Briaud Financial Planning, Inc VTI Holdings History
Briaud Financial Planning, Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 306,507.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $84.23 Mil. This investment constitutes 33.46% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q1. And since then Briaud Financial Planning, Inc has made 16 purchases of VTI, at an average price of $258.12, for a total of 312,303.00 shares. In addition, there have been 1 sales at an average price of $224.27 for 5,796.00 shares. Based on historical transaction data and VTI's current price of $307.72, Briaud Financial Planning, Inc's estimated gain on his VTI holdings is $15.01 Mil, reflecting a 18.62% gain to date.
Briaud Financial Planning, Inc VTI ($307.72) Holding Chart
Briaud Financial Planning, Inc VTI ($307.72) 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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