Forbes Financial Planning, Inc. VTI Holdings History
Forbes Financial Planning, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 30,400.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.36 Mil. This investment constitutes 6.19% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q1. And since then Forbes Financial Planning, Inc. has made 7 purchases of VTI, at an average price of $205.44, for a total of 31,110.00 shares. In addition, there have been 2 sales at an average price of $291.02 for 710.00 shares. Based on historical transaction data and VTI's current price of $309.09, Forbes Financial Planning, Inc.'s estimated gain on his VTI holdings is $3.21 Mil, reflecting a 50.25% gain to date.
Forbes Financial Planning, Inc. VTI ($309.09) Holding Chart
Forbes Financial Planning, Inc. VTI ($309.09) 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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