CWS Financial Advisors, LLC VTI Holdings History
CWS Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 31,980.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.79 Mil. This investment constitutes 2.78% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then CWS Financial Advisors, LLC has made 13 purchases of VTI, at an average price of $240.23, for a total of 32,800.00 shares. In addition, there have been 6 sales at an average price of $200.62 for 820.00 shares. Based on historical transaction data and VTI's current price of $310.83, CWS Financial Advisors, LLC's estimated gain on his VTI holdings is $2.23 Mil, reflecting a 28.24% gain to date.
CWS Financial Advisors, LLC VTI ($310.83) Holding Chart
CWS Financial Advisors, LLC VTI ($310.83) 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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