Endowment Wealth Management, Inc. VTI Holdings History
Endowment Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 26,396.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.25 Mil. This investment constitutes 4.67% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 8 purchases of VTI, at an average price of $241.93, for a total of 32,935.00 shares. In addition, there have been 5 sales at an average price of $207.35 for 6,539.00 shares. Based on historical transaction data and VTI's current price of $307.72, Endowment Wealth Management, Inc.'s estimated gain on his VTI holdings is $1.51 Mil, reflecting a 18.96% gain to date.
Endowment Wealth Management, Inc. VTI ($307.72) Holding Chart
Endowment Wealth Management, Inc. VTI ($307.72) 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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