Equita Financial Network, Inc. VTI Holdings History
Number of Shares
142,782.00
Current Holdings Value*
$39.24 Mil
% of Portfolio
13.71%
Total Estimate Gain
$9.33 Mil
% of Total Estimate Gain
26.46%
Equita Financial Network, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Equita Financial Network, Inc. held 142,782.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $39.24 Mil. This investment constitutes 13.71% of their stock portfolio, and Equita Financial Network, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q3. And since then Equita Financial Network, Inc. has made 6 purchases of VTI, at an average price of $246.95, for a total of 142,782.00 shares. Based on historical transaction data and VTI's current price of $312.30, Equita Financial Network, Inc.'s estimated gain on his VTI holdings is $9.33 Mil, reflecting a 26.46% gain to date.
Equita Financial Network, Inc. VTI ($312.30) Holding Chart
Equita Financial Network, Inc. VTI ($312.30) 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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