Keyes, Stange & Wooten Wealth Management, LLC VTI Holdings History
Number of Shares
23,773.00
Current Holdings Value*
$6.53 Mil
% of Portfolio
3.71%
Total Estimate Gain
$2.29 Mil
% of Total Estimate Gain
39.55%
Keyes, Stange & Wooten Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 23,773.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.53 Mil. This investment constitutes 3.71% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $270.86 for 2,384.00 shares. Based on historical transaction data and VTI's current price of $312.30, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his VTI holdings is $2.29 Mil, reflecting a 39.55% gain to date.
Keyes, Stange & Wooten Wealth Management, LLC VTI ($312.30) Holding Chart
Keyes, Stange & Wooten Wealth Management, LLC VTI ($312.30) 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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