Forvis Mazars Wealth Advisors, LLC VTI Holdings History
Forvis Mazars Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 4.46 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $1.23 Bil. This investment constitutes 29.39% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.28% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 41 purchases of VTI, at an average price of $159.83, for a total of 4.58 Mil shares. In addition, there have been 4 sales at an average price of $191.31 for 125,863.00 shares. Based on historical transaction data and VTI's current price of $307.26, Forvis Mazars Wealth Advisors, LLC's estimated gain on his VTI holdings is $661.34 Mil, reflecting a 90.26% gain to date.
Forvis Mazars Wealth Advisors, LLC VTI ($307.26) Holding Chart
Forvis Mazars Wealth Advisors, LLC VTI ($307.26) 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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