CROWLEY WEALTH MANAGEMENT, INC. VTI Holdings History
CROWLEY WEALTH MANAGEMENT, INC.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 1,782.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $541,600.00. This investment constitutes 0.49% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then CROWLEY WEALTH MANAGEMENT, INC. has made 1 purchases of VTI, at an average price of $286.83, for a total of 1,868.00 shares. In addition, there have been 1 sales at an average price of $290.53 for 86.00 shares. Based on historical transaction data and VTI's current price of $309.09, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his VTI holdings is $39,979.36, reflecting a 7.46% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. VTI ($309.09) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. 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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