JBJ Investment Partners, LLC VTI Holdings History
JBJ Investment Partners, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2021-12-31, JBJ Investment Partners, LLC held 117,798.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $28.44 Mil. This investment constitutes 5.87% of their stock portfolio, and JBJ Investment Partners, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q1. And since then JBJ Investment Partners, LLC has made 9 purchases of VTI, at an average price of $165.39, for a total of 119,176.00 shares. In addition, there have been 2 sales at an average price of $223.80 for 1,378.00 shares. Based on historical transaction data and VTI's current price of $303.93, JBJ Investment Partners, LLC's estimated gain on his VTI holdings is $16.40 Mil, reflecting a 83.21% gain to date.
JBJ Investment Partners, LLC VTI ($303.93) Holding Chart
JBJ Investment Partners, LLC VTI ($303.93) 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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