FSM Wealth Advisors, LLC VTI Holdings History
FSM Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 71,996.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.79 Mil. This investment constitutes 4.45% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 9 purchases of VTI, at an average price of $223.80, for a total of 76,546.00 shares. In addition, there have been 2 sales at an average price of $221.21 for 4,550.00 shares. Based on historical transaction data and VTI's current price of $307.42, FSM Wealth Advisors, LLC's estimated gain on his VTI holdings is $6.01 Mil, reflecting a 35.07% gain to date.
FSM Wealth Advisors, LLC VTI ($307.42) Holding Chart
FSM Wealth Advisors, LLC VTI ($307.42) 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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