Number of Shares
70,780.00
Current Holdings Value*
$19.45 Mil
% of Portfolio
3.34%
Total Estimate Gain
$10.12 Mil
% of Total Estimate Gain
55.50%

Cannon Financial Strategists, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 70,780.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.45 Mil. This investment constitutes 3.34% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2019Q4. And since then Cannon Financial Strategists, Inc. has made 14 purchases of VTI, at an average price of $177.51, for a total of 102,716.00 shares. In addition, there have been 7 sales at an average price of $201.18 for 31,936.00 shares. Based on historical transaction data and VTI's current price of $309.80, Cannon Financial Strategists, Inc.'s estimated gain on his VTI holdings is $10.12 Mil, reflecting a 55.50% gain to date.

Cannon Financial Strategists, Inc. VTI ($309.80) Holding Chart

Cannon Financial Strategists, Inc. VTI ($309.80) 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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