Fairhaven Wealth Management, LLC VTI Holdings History
Fairhaven Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 24,643.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.14 Mil. This investment constitutes 2.23% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q1. And since then Fairhaven Wealth Management, LLC has made 10 purchases of VTI, at an average price of $168.73, for a total of 27,180.00 shares. In addition, there have been 7 sales at an average price of $238.92 for 2,537.00 shares. Based on historical transaction data and VTI's current price of $310.56, Fairhaven Wealth Management, LLC's estimated gain on his VTI holdings is $3.67 Mil, reflecting a 80.09% gain to date.
Fairhaven Wealth Management, LLC VTI ($310.56) Holding Chart
Fairhaven Wealth Management, LLC VTI ($310.56) 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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