Collaborative Wealth Managment Inc. VTI Holdings History
Collaborative Wealth Managment Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 7,071.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.94 Mil. This investment constitutes 0.91% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q1. In addition, there have been 12 sales at an average price of $236.03 for 7,210.00 shares. Based on historical transaction data and VTI's current price of $308.32, Collaborative Wealth Managment Inc.'s estimated gain on his VTI holdings is $1.02 Mil, reflecting a 35.63% gain to date.
Collaborative Wealth Managment Inc. VTI ($308.32) Holding Chart
Collaborative Wealth Managment Inc. VTI ($308.32) 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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