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 %

Top Ranked Articles

  • 1