Gitterman Wealth Management, LLC VTI Holdings History
Number of Shares
15,999.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
1.17%
Total Estimate Gain
$392,922.39
% of Total Estimate Gain
8.61%
Gitterman Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 15,999.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.40 Mil. This investment constitutes 1.17% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. And since then Gitterman Wealth Management, LLC has made 3 purchases of VTI, at an average price of $285.24, for a total of 15,999.00 shares. Based on historical transaction data and VTI's current price of $309.80, Gitterman Wealth Management, LLC's estimated gain on his VTI holdings is $392,922.39, reflecting a 8.61% gain to date.
Gitterman Wealth Management, LLC VTI ($309.80) Holding Chart
Gitterman Wealth Management, LLC VTI ($309.80) 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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