Cahill Wealth Management, LLC VTI Holdings History
Cahill Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 36,384.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.00 Mil. This investment constitutes 5.09% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q1. And since then Cahill Wealth Management, LLC has made 2 purchases of VTI, at an average price of $224.37, for a total of 40,746.00 shares. In addition, there have been 10 sales at an average price of $212.14 for 4,362.00 shares. Based on historical transaction data and VTI's current price of $307.02, Cahill Wealth Management, LLC's estimated gain on his VTI holdings is $2.95 Mil, reflecting a 32.31% gain to date.
Cahill Wealth Management, LLC VTI ($307.02) Holding Chart
Cahill Wealth Management, LLC VTI ($307.02) 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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