KMT WEALTH MANAGEMENT, LLC VTI Holdings History
Number of Shares
240,210.00
Current Holdings Value*
$66.02 Mil
% of Portfolio
45.25%
Total Estimate Gain
$4.03 Mil
% of Total Estimate Gain
5.76%
KMT WEALTH MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, KMT WEALTH MANAGEMENT, LLC held 240,210.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $66.02 Mil. This investment constitutes 45.25% of their stock portfolio, and KMT WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then KMT WEALTH MANAGEMENT, LLC has made 1 purchases of VTI, at an average price of $291.52, for a total of 240,210.00 shares. Based on historical transaction data and VTI's current price of $308.32, KMT WEALTH MANAGEMENT, LLC's estimated gain on his VTI holdings is $4.03 Mil, reflecting a 5.76% gain to date.
KMT WEALTH MANAGEMENT, LLC VTI ($308.32) Holding Chart
KMT WEALTH MANAGEMENT, LLC VTI ($308.32) 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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