DB Wealth Management Group, LLC VTI Holdings History
DB Wealth Management Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 37,427.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.88 Mil. This investment constitutes 5.04% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 5 purchases of VTI, at an average price of $188.96, for a total of 119,323.00 shares. In addition, there have been 7 sales at an average price of $222.86 for 81,896.00 shares. Based on historical transaction data and VTI's current price of $309.09, DB Wealth Management Group, LLC's estimated gain on his VTI holdings is $7.27 Mil, reflecting a 32.26% gain to date.
DB Wealth Management Group, LLC VTI ($309.09) Holding Chart
DB Wealth Management Group, LLC 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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