DELTA FINANCIAL ADVISORS LLC VTI Holdings History
DELTA FINANCIAL ADVISORS LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 1,376.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $378,300.00. This investment constitutes 0.14% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2025Q1. And since then DELTA FINANCIAL ADVISORS LLC has made 1 purchases of VTI, at an average price of $290.53, for a total of 1,376.00 shares. Based on historical transaction data and VTI's current price of $309.80, DELTA FINANCIAL ADVISORS LLC's estimated gain on his VTI holdings is $26,515.52, reflecting a 6.63% gain to date.
DELTA FINANCIAL ADVISORS LLC VTI ($309.80) Holding Chart
DELTA FINANCIAL ADVISORS LLC VTI ($309.80) 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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