Edge Capital Group, LLC VTI Holdings History
Edge Capital Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, Edge Capital Group, LLC held 63.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $24.27 Mil. This investment constitutes 1.08% of their stock portfolio, and Edge Capital Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 11 purchases of VTI, at an average price of $204.95, for a total of 117,718.00 shares. In addition, there have been 10 sales at an average price of $264.57 for 117,655.00 shares. Based on historical transaction data and VTI's current price of $303.31, Edge Capital Group, LLC's estimated gain on his VTI holdings is $7.02 Mil, reflecting a 29.10% gain to date.
Edge Capital Group, LLC VTI ($303.31) Holding Chart
Edge Capital Group, LLC VTI ($303.31) 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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