Number of Shares
49,049.00
Current Holdings Value*
$14.91 Mil
% of Portfolio
4.4%
Total Estimate Gain
$5.37 Mil
% of Total Estimate Gain
45.97%

Carr Financial Group Corp's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Carr Financial Group Corp held 49,049.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $14.91 Mil. This investment constitutes 4.4% of their stock portfolio, and Carr Financial Group Corp now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q4. And since then Carr Financial Group Corp has made 6 purchases of VTI, at an average price of $208.46, for a total of 56,014.00 shares. In addition, there have been 4 sales at an average price of $269.24 for 6,965.00 shares. Based on historical transaction data and VTI's current price of $309.26, Carr Financial Group Corp's estimated gain on his VTI holdings is $5.37 Mil, reflecting a 45.97% gain to date.

Carr Financial Group Corp VTI ($309.26) Holding Chart

Carr Financial Group Corp VTI ($309.26) 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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