Geometric Wealth Advisors VTI Holdings History
Geometric Wealth Advisors's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 11,757.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.23 Mil. This investment constitutes 0.55% of their stock portfolio, and Geometric Wealth Advisors now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Geometric Wealth Advisors has made 8 purchases of VTI, at an average price of $269.69, for a total of 18,533.00 shares. In addition, there have been 4 sales at an average price of $289.88 for 6,776.00 shares. Based on historical transaction data and VTI's current price of $307.26, Geometric Wealth Advisors's estimated gain on his VTI holdings is $578,590.18, reflecting a 11.58% gain to date.
Geometric Wealth Advisors VTI ($307.26) Holding Chart
Geometric Wealth Advisors 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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