HOHIMER WEALTH MANAGEMENT, LLC VTI Holdings History
HOHIMER WEALTH MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, HOHIMER WEALTH MANAGEMENT, LLC held 11,636.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.20 Mil. This investment constitutes 0.62% of their stock portfolio, and HOHIMER WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then HOHIMER WEALTH MANAGEMENT, LLC has made 11 purchases of VTI, at an average price of $221.56, for a total of 86,095.00 shares. In addition, there have been 10 sales at an average price of $237.03 for 74,459.00 shares. Based on historical transaction data and VTI's current price of $311.79, HOHIMER WEALTH MANAGEMENT, LLC's estimated gain on his VTI holdings is $2.20 Mil, reflecting a 11.54% gain to date.
HOHIMER WEALTH MANAGEMENT, LLC VTI ($311.79) Holding Chart
HOHIMER WEALTH MANAGEMENT, LLC VTI ($311.79) 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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