CogentBlue Wealth Advisors, LLC VTI Holdings History
CogentBlue Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 15,409.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.68 Mil. This investment constitutes 3.59% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 2 purchases of VTI, at an average price of $291.79, for a total of 15,409.00 shares. Based on historical transaction data and VTI's current price of $309.09, CogentBlue Wealth Advisors, LLC's estimated gain on his VTI holdings is $266,604.58, reflecting a 5.93% gain to date.
CogentBlue Wealth Advisors, LLC VTI ($309.09) Holding Chart
CogentBlue Wealth Advisors, 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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