Number of Shares
29,340.00
Current Holdings Value*
$8.06 Mil
% of Portfolio
1.48%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
22.86%

GC Wealth Management RIA, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, GC Wealth Management RIA, LLC held 29,340.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.06 Mil. This investment constitutes 1.48% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then GC Wealth Management RIA, LLC has made 2 purchases of VTI, at an average price of $247.71, for a total of 31,027.00 shares. In addition, there have been 3 sales at an average price of $282.54 for 1,687.00 shares. Based on historical transaction data and VTI's current price of $305.60, GC Wealth Management RIA, LLC's estimated gain on his VTI holdings is $1.76 Mil, reflecting a 22.86% gain to date.

GC Wealth Management RIA, LLC VTI ($305.60) Holding Chart

GC Wealth Management RIA, LLC VTI ($305.60) 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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