Goldstone Financial Group, LLC VTI Holdings History
Goldstone Financial Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 56,232.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $17.32 Mil. This investment constitutes 2.29% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 5 purchases of VTI, at an average price of $213.82, for a total of 64,458.00 shares. In addition, there have been 3 sales at an average price of $242.13 for 8,226.00 shares. Based on historical transaction data and VTI's current price of $307.71, Goldstone Financial Group, LLC's estimated gain on his VTI holdings is $5.51 Mil, reflecting a 40.00% gain to date.
Goldstone Financial Group, LLC VTI ($307.71) Holding Chart
Goldstone Financial Group, LLC VTI ($307.71) 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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