EXECUTIVE WEALTH GROUP LLC VTI Holdings History
EXECUTIVE WEALTH GROUP LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 185,069.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $46.41 Mil. This investment constitutes 9.66% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 9 purchases of VTI, at an average price of $208.13, for a total of 196,303.00 shares. In addition, there have been 11 sales at an average price of $190.04 for 11,234.00 shares. Based on historical transaction data and VTI's current price of $309.80, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VTI holdings is $18.61 Mil, reflecting a 45.56% gain to date.
EXECUTIVE WEALTH GROUP LLC VTI ($309.80) Holding Chart
EXECUTIVE WEALTH GROUP 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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