Levy Wealth Management Group, LLC VTI Holdings History
Levy Wealth Management Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 282,681.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $75.62 Mil. This investment constitutes 19.36% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Levy Wealth Management Group, LLC has made 13 purchases of VTI, at an average price of $194.50, for a total of 282,681.00 shares. Based on historical transaction data and VTI's current price of $306.70, Levy Wealth Management Group, LLC's estimated gain on his VTI holdings is $31.72 Mil, reflecting a 57.68% gain to date.
Levy Wealth Management Group, LLC VTI ($306.70) Holding Chart
Levy Wealth Management Group, LLC VTI ($306.70) 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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