Horizon Wealth Management, LLC VTI Holdings History
Horizon Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 79,932.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $21.97 Mil. This investment constitutes 3.7% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Horizon Wealth Management, LLC has made 10 purchases of VTI, at an average price of $228.70, for a total of 86,887.00 shares. In addition, there have been 3 sales at an average price of $228.54 for 6,955.00 shares. Based on historical transaction data and VTI's current price of $309.09, Horizon Wealth Management, LLC's estimated gain on his VTI holdings is $6.42 Mil, reflecting a 32.33% gain to date.
Horizon Wealth Management, LLC VTI ($309.09) Holding Chart
Horizon 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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