JPL Wealth Management, LLC VTI Holdings History
JPL Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 35,585.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.78 Mil. This investment constitutes 2.79% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 4 purchases of VTI, at an average price of $270.65, for a total of 35,585.00 shares. Based on historical transaction data and VTI's current price of $303.31, JPL Wealth Management, LLC's estimated gain on his VTI holdings is $1.16 Mil, reflecting a 12.07% gain to date.
JPL Wealth Management, LLC VTI ($303.31) Holding Chart
JPL Wealth Management, LLC VTI ($303.31) 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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