CBIZ Investment Advisory Services, LLC VTI Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 25,795.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.09 Mil. This investment constitutes 0.35% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 7 purchases of VTI, at an average price of $190.00, for a total of 376,354.00 shares. In addition, there have been 14 sales at an average price of $214.73 for 350,559.00 shares. Based on historical transaction data and VTI's current price of $312.30, CBIZ Investment Advisory Services, LLC's estimated gain on his VTI holdings is $11.82 Mil, reflecting a 16.53% gain to date.
CBIZ Investment Advisory Services, LLC VTI ($312.30) Holding Chart
CBIZ Investment Advisory Services, LLC VTI ($312.30) 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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