Fee-Only Financial Planning, L.C. VTI Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Fee-Only Financial Planning, L.C. held 9,264.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.82 Mil. This investment constitutes 1.74% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 5 purchases of VTI, at an average price of $194.07, for a total of 10,442.00 shares. In addition, there have been 5 sales at an average price of $276.41 for 1,178.00 shares. Based on historical transaction data and VTI's current price of $309.26, Fee-Only Financial Planning, L.C.'s estimated gain on his VTI holdings is $1.16 Mil, reflecting a 57.44% gain to date.
Fee-Only Financial Planning, L.C. VTI ($309.26) Holding Chart
Fee-Only Financial Planning, L.C. VTI ($309.26) 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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