Coordinated Financial Services, Inc. VTI Holdings History
Number of Shares
12,779.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
2.89%
Total Estimate Gain
$219,032.06
% of Total Estimate Gain
5.87%
Coordinated Financial Services, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, Coordinated Financial Services, Inc. held 12,779.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.70 Mil. This investment constitutes 2.89% of their stock portfolio, and Coordinated Financial Services, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VTI's current price of $309.09, Coordinated Financial Services, Inc.'s estimated gain on his VTI holdings is $219,032.06, reflecting a 5.87% gain to date.
Coordinated Financial Services, Inc. VTI ($309.09) Holding Chart
Coordinated Financial Services, Inc. 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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