DELAP WEALTH ADVISORY, LLC VTI Holdings History
DELAP WEALTH ADVISORY, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 36,689.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.08 Mil. This investment constitutes 5.62% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 5 purchases of VTI, at an average price of $264.45, for a total of 43,189.00 shares. In addition, there have been 4 sales at an average price of $238.83 for 6,500.00 shares. Based on historical transaction data and VTI's current price of $308.32, DELAP WEALTH ADVISORY, LLC's estimated gain on his VTI holdings is $1.44 Mil, reflecting a 12.63% gain to date.
DELAP WEALTH ADVISORY, LLC VTI ($308.32) Holding Chart
DELAP WEALTH ADVISORY, LLC VTI ($308.32) 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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