FREEDOM WEALTH ALLIANCE, LLC VTI Holdings History
FREEDOM WEALTH ALLIANCE, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2023-09-30, FREEDOM WEALTH ALLIANCE, LLC held 9,464.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.01 Mil. This investment constitutes 3.31% of their stock portfolio, and FREEDOM WEALTH ALLIANCE, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then FREEDOM WEALTH ALLIANCE, LLC has made 2 purchases of VTI, at an average price of $193.61, for a total of 9,808.00 shares. In addition, there have been 1 sales at an average price of $221.35 for 344.00 shares. Based on historical transaction data and VTI's current price of $307.02, FREEDOM WEALTH ALLIANCE, LLC's estimated gain on his VTI holdings is $1.08 Mil, reflecting a 57.02% gain to date.
FREEDOM WEALTH ALLIANCE, LLC VTI ($307.02) Holding Chart
FREEDOM WEALTH ALLIANCE, LLC VTI ($307.02) 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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