CCG WEALTH MANAGEMENT, LLC VTI Holdings History
CCG WEALTH MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 12,793.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.52 Mil. This investment constitutes 2.1% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then CCG WEALTH MANAGEMENT, LLC has made 10 purchases of VTI, at an average price of $193.98, for a total of 29,036.00 shares. In addition, there have been 10 sales at an average price of $230.28 for 16,243.00 shares. Based on historical transaction data and VTI's current price of $309.09, CCG WEALTH MANAGEMENT, LLC's estimated gain on his VTI holdings is $2.06 Mil, reflecting a 36.61% gain to date.
CCG WEALTH MANAGEMENT, LLC VTI ($309.09) Holding Chart
CCG WEALTH MANAGEMENT, LLC VTI ($309.09) 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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