Financial Alternatives, Inc VTI Holdings History
Financial Alternatives, Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 32,460.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.92 Mil. This investment constitutes 6.36% of their stock portfolio, and Financial Alternatives, Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 6 purchases of VTI, at an average price of $206.49, for a total of 34,563.00 shares. In addition, there have been 3 sales at an average price of $245.88 for 2,103.00 shares. Based on historical transaction data and VTI's current price of $305.44, Financial Alternatives, Inc's estimated gain on his VTI holdings is $3.29 Mil, reflecting a 46.17% gain to date.
Financial Alternatives, Inc VTI ($305.44) Holding Chart
Financial Alternatives, Inc VTI ($305.44) 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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