Circle Wealth Management, LLC VTI Holdings History
Circle Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 273,832.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $75.26 Mil. This investment constitutes 1.73% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 12 purchases of VTI, at an average price of $145.18, for a total of 610,521.00 shares. In addition, there have been 16 sales at an average price of $164.36 for 336,689.00 shares. Based on historical transaction data and VTI's current price of $309.09, Circle Wealth Management, LLC's estimated gain on his VTI holdings is $51.34 Mil, reflecting a 57.92% gain to date.
Circle Wealth Management, LLC VTI ($309.09) Holding Chart
Circle 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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