Cromwell Holdings LLC VTI Holdings History

Number of Shares
8,185.00
Current Holdings Value*
$2.25 Mil
% of Portfolio
1.45%
Total Estimate Gain
$320,398.75
% of Total Estimate Gain
3.59%

Cromwell Holdings LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Cromwell Holdings LLC held 8,185.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.25 Mil. This investment constitutes 1.45% of their stock portfolio, and Cromwell Holdings LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2024Q2. And since then Cromwell Holdings LLC has made 1 purchases of VTI, at an average price of $274.80, for a total of 32,505.00 shares. In addition, there have been 2 sales at an average price of $278.24 for 24,320.00 shares. Based on historical transaction data and VTI's current price of $303.74, Cromwell Holdings LLC's estimated gain on his VTI holdings is $320,398.75, reflecting a 3.59% gain to date.

Cromwell Holdings LLC VTI ($303.74) Holding Chart

Cromwell Holdings LLC VTI ($303.74) 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 %

Top Ranked Articles

  • 1