Legacy Financial Strategies, LLC VTI Holdings History
Legacy Financial Strategies, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Legacy Financial Strategies, LLC held 57,533.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $17.49 Mil. This investment constitutes 3.43% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Legacy Financial Strategies, LLC has made 18 purchases of VTI, at an average price of $155.93, for a total of 82,253.00 shares. In addition, there have been 11 sales at an average price of $191.69 for 24,720.00 shares. Based on historical transaction data and VTI's current price of $307.02, Legacy Financial Strategies, LLC's estimated gain on his VTI holdings is $9.58 Mil, reflecting a 74.67% gain to date.
Legacy Financial Strategies, LLC VTI ($307.02) Holding Chart
Legacy Financial Strategies, LLC VTI ($307.02) 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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