Number of Shares
5,332.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
0.36%
Total Estimate Gain
$131,091.49
% of Total Estimate Gain
6.07%

Founders Financial Alliance, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Founders Financial Alliance, LLC held 5,332.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.47 Mil. This investment constitutes 0.36% of their stock portfolio, and Founders Financial Alliance, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2020Q3. And since then Founders Financial Alliance, LLC has made 7 purchases of VTI, at an average price of $253.02, for a total of 8,535.00 shares. In addition, there have been 5 sales at an average price of $200.62 for 3,203.00 shares. Based on historical transaction data and VTI's current price of $309.09, Founders Financial Alliance, LLC's estimated gain on his VTI holdings is $131,091.49, reflecting a 6.07% gain to date.

Founders Financial Alliance, LLC VTI ($309.09) Holding Chart

Founders Financial Alliance, LLC 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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