FinDec Wealth Services, Inc. VTI Holdings History
Number of Shares
11,345.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
3.08%
Total Estimate Gain
$181,860.35
% of Total Estimate Gain
5.52%
FinDec Wealth Services, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 11,345.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.12 Mil. This investment constitutes 3.08% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2025Q1. And since then FinDec Wealth Services, Inc. has made 1 purchases of VTI, at an average price of $290.53, for a total of 11,345.00 shares. Based on historical transaction data and VTI's current price of $306.56, FinDec Wealth Services, Inc.'s estimated gain on his VTI holdings is $181,860.35, reflecting a 5.52% gain to date.
FinDec Wealth Services, Inc. VTI ($306.56) Holding Chart
FinDec Wealth Services, Inc. VTI ($306.56) 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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