Evoke Wealth, LLC VTI Holdings History
Evoke Wealth, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 563,450.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $154.86 Mil. This investment constitutes 4.04% of their stock portfolio, and Evoke Wealth, LLC now holds 0.04% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 16 purchases of VTI, at an average price of $235.43, for a total of 1.66 Mil shares. In addition, there have been 5 sales at an average price of $236.85 for 1.09 Mil shares. Based on historical transaction data and VTI's current price of $310.90, Evoke Wealth, LLC's estimated gain on his VTI holdings is $44.09 Mil, reflecting a 11.30% gain to date.
Evoke Wealth, LLC VTI ($310.90) Holding Chart
Evoke Wealth, LLC VTI ($310.90) 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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