Lantern Wealth Advisors, LLC VTI Holdings History
Lantern Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 13,069.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.79 Mil. This investment constitutes 2.46% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 3 purchases of VTI, at an average price of $224.82, for a total of 13,667.00 shares. In addition, there have been 1 sales at an average price of $272.76 for 598.00 shares. Based on historical transaction data and VTI's current price of $309.44, Lantern Wealth Advisors, LLC's estimated gain on his VTI holdings is $1.13 Mil, reflecting a 36.93% gain to date.
Lantern Wealth Advisors, LLC VTI ($309.44) Holding Chart
Lantern Wealth Advisors, LLC VTI ($309.44) 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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