Global Wealth Management, LLC VTI Holdings History
Global Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 23,822.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.33 Mil. This investment constitutes 4.02% of their stock portfolio, and Global 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 Global Wealth Management, LLC has made 3 purchases of VTI, at an average price of $273.00, for a total of 23,822.00 shares. Based on historical transaction data and VTI's current price of $309.09, Global Wealth Management, LLC's estimated gain on his VTI holdings is $859,651.22, reflecting a 13.22% gain to date.
Global Wealth Management, LLC VTI ($309.09) Holding Chart
Global Wealth Management, 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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