Cook Wealth, LLC VTI Holdings History
Cook Wealth, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Cook Wealth, LLC held 5,776.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.59 Mil. This investment constitutes 0.77% of their stock portfolio, and Cook Wealth, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Cook Wealth, LLC has made 7 purchases of VTI, at an average price of $238.55, for a total of 12,404.00 shares. In addition, there have been 6 sales at an average price of $274.05 for 6,628.00 shares. Based on historical transaction data and VTI's current price of $303.31, Cook Wealth, LLC's estimated gain on his VTI holdings is $609,363.09, reflecting a 20.59% gain to date.
Cook Wealth, LLC VTI ($303.31) Holding Chart
Cook Wealth, LLC VTI ($303.31) 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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