CJM Wealth Advisers, Ltd. VTI Holdings History
CJM Wealth Advisers, Ltd.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held - shares of Vanguard Total Stock Market ETF(VTI), totaling N/A. This investment constitutes 0% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 1 purchases of VTI, at an average price of $237.78, for a total of 1,848.00 shares. In addition, there have been 3 sales at an average price of $247.69 for 1,848.00 shares. Based on historical transaction data and VTI's current price of $309.09, CJM Wealth Advisers, Ltd.'s estimated gain on his VTI holdings is $18,304.00, reflecting a 4.17% gain to date.
CJM Wealth Advisers, Ltd. VTI ($309.09) Holding Chart
CJM Wealth Advisers, Ltd. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
