LEVEL FOUR FINANCIAL, LLC VTI Holdings History
LEVEL FOUR FINANCIAL, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2021-09-30, LEVEL FOUR FINANCIAL, LLC held 16,419.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.65 Mil. This investment constitutes 1.59% of their stock portfolio, and LEVEL FOUR FINANCIAL, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then LEVEL FOUR FINANCIAL, LLC has made 2 purchases of VTI, at an average price of $187.77, for a total of 16,923.00 shares. In addition, there have been 1 sales at an average price of $216.25 for 504.00 shares. Based on historical transaction data and VTI's current price of $309.09, LEVEL FOUR FINANCIAL, LLC's estimated gain on his VTI holdings is $2.01 Mil, reflecting a 63.14% gain to date.
LEVEL FOUR FINANCIAL, LLC VTI ($309.09) Holding Chart
LEVEL FOUR FINANCIAL, LLC 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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