Intelligent Financial Strategies VTI Holdings History
Intelligent Financial Strategies's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 33,627.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.24 Mil. This investment constitutes 4.82% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 4 purchases of VTI, at an average price of $227.26, for a total of 41,675.00 shares. In addition, there have been 9 sales at an average price of $229.67 for 8,048.00 shares. Based on historical transaction data and VTI's current price of $299.46, Intelligent Financial Strategies's estimated gain on his VTI holdings is $2.45 Mil, reflecting a 25.84% gain to date.
Intelligent Financial Strategies VTI ($299.46) Holding Chart
Intelligent Financial Strategies VTI ($299.46) 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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