Connecticut Wealth Management, LLC VTI Holdings History
Connecticut Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 78,043.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $21.45 Mil. This investment constitutes 1.12% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Connecticut Wealth Management, LLC has made 11 purchases of VTI, at an average price of $221.95, for a total of 179,728.00 shares. In addition, there have been 17 sales at an average price of $274.81 for 101,685.00 shares. Based on historical transaction data and VTI's current price of $312.30, Connecticut Wealth Management, LLC's estimated gain on his VTI holdings is $12.43 Mil, reflecting a 31.15% gain to date.
Connecticut Wealth Management, LLC VTI ($312.30) Holding Chart
Connecticut Wealth Management, LLC VTI ($312.30) 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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