Number of Shares
1,303.00
Current Holdings Value*
$265,870.00
% of Portfolio
11.27%
Total Estimate Gain
$9.23 Mil
% of Total Estimate Gain
26.27%

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

As of 2023-03-31, Ford Financial Group, LLC held 1,303.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $265,870.00. This investment constitutes 11.27% of their stock portfolio, and Ford Financial Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Ford Financial Group, LLC has made 6 purchases of VTI, at an average price of $143.94, for a total of 244,008.00 shares. In addition, there have been 14 sales at an average price of $181.05 for 242,705.00 shares. Based on historical transaction data and VTI's current price of $312.64, Ford Financial Group, LLC's estimated gain on his VTI holdings is $9.23 Mil, reflecting a 26.27% gain to date.

Ford Financial Group, LLC VTI ($312.64) Holding Chart

Ford Financial Group, LLC VTI ($312.64) 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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