Cedar Wealth Management, LLC VTI Holdings History
Cedar Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 201,071.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $55.26 Mil. This investment constitutes 19.66% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Cedar Wealth Management, LLC has made 15 purchases of VTI, at an average price of $151.93, for a total of 362,209.00 shares. In addition, there have been 13 sales at an average price of $167.25 for 161,138.00 shares. Based on historical transaction data and VTI's current price of $309.09, Cedar Wealth Management, LLC's estimated gain on his VTI holdings is $34.07 Mil, reflecting a 61.91% gain to date.
Cedar Wealth Management, LLC VTI ($309.09) Holding Chart
Cedar Wealth Management, LLC 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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