Great Point Wealth Advisors, LLC VTI Holdings History
Great Point Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 38,706.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.64 Mil. This investment constitutes 2.3% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Great Point Wealth Advisors, LLC has made 3 purchases of VTI, at an average price of $139.23, for a total of 148,871.00 shares. In addition, there have been 20 sales at an average price of $224.26 for 110,165.00 shares. Based on historical transaction data and VTI's current price of $309.80, Great Point Wealth Advisors, LLC's estimated gain on his VTI holdings is $15.97 Mil, reflecting a 77.05% gain to date.
Great Point Wealth Advisors, LLC VTI ($309.80) Holding Chart
Great Point Wealth Advisors, 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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