Kerntke Otto McGlone Wealth Management Group VTI Holdings History
Kerntke Otto McGlone Wealth Management Group's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 84,742.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $25.76 Mil. This investment constitutes 20.41% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 10 purchases of VTI, at an average price of $262.18, for a total of 112,811.00 shares. In addition, there have been 10 sales at an average price of $234.12 for 28,069.00 shares. Based on historical transaction data and VTI's current price of $309.09, Kerntke Otto McGlone Wealth Management Group's estimated gain on his VTI holdings is $3.19 Mil, reflecting a 10.78% gain to date.
Kerntke Otto McGlone Wealth Management Group VTI ($309.09) Holding Chart
Kerntke Otto McGlone Wealth Management Group VTI ($309.09) 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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