LJI Wealth Management, LLC VTI Holdings History
LJI Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 115,585.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $31.77 Mil. This investment constitutes 6.33% of their stock portfolio, and LJI Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 7 purchases of VTI, at an average price of $250.71, for a total of 128,295.00 shares. In addition, there have been 2 sales at an average price of $226.51 for 12,710.00 shares. Based on historical transaction data and VTI's current price of $309.09, LJI Wealth Management, LLC's estimated gain on his VTI holdings is $6.44 Mil, reflecting a 20.02% gain to date.
LJI Wealth Management, LLC VTI ($309.09) Holding Chart
LJI Wealth Management, 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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