GeoWealth Management, LLC VTI Holdings History
GeoWealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 311,877.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $85.72 Mil. This investment constitutes 3.44% of their stock portfolio, and GeoWealth Management, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q2. And since then GeoWealth Management, LLC has made 9 purchases of VTI, at an average price of $252.74, for a total of 352,520.00 shares. In addition, there have been 13 sales at an average price of $253.94 for 40,643.00 shares. Based on historical transaction data and VTI's current price of $311.99, GeoWealth Management, LLC's estimated gain on his VTI holdings is $18.53 Mil, reflecting a 20.79% gain to date.
GeoWealth Management, LLC VTI ($311.99) Holding Chart
GeoWealth Management, LLC VTI ($311.99) 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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