Fairman Group, LLC VTI Holdings History

Number of Shares
9,224.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
2.43%
Total Estimate Gain
$783,067.25
% of Total Estimate Gain
37.12%

Fairman Group, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Fairman Group, LLC held 9,224.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.65 Mil. This investment constitutes 2.43% of their stock portfolio, and Fairman Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then Fairman Group, LLC has made 4 purchases of VTI, at an average price of $222.58, for a total of 9,477.00 shares. In addition, there have been 1 sales at an average price of $272.76 for 253.00 shares. Based on historical transaction data and VTI's current price of $306.10, Fairman Group, LLC's estimated gain on his VTI holdings is $783,067.25, reflecting a 37.12% gain to date.

Fairman Group, LLC VTI ($306.10) Holding Chart

Fairman Group, LLC VTI ($306.10) 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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