Life Planning Partners, Inc VTI Holdings History
Life Planning Partners, Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 27,959.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.68 Mil. This investment constitutes 6.96% of their stock portfolio, and Life Planning Partners, Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 6 purchases of VTI, at an average price of $227.19, for a total of 29,705.00 shares. In addition, there have been 3 sales at an average price of $267.85 for 1,746.00 shares. Based on historical transaction data and VTI's current price of $307.02, Life Planning Partners, Inc's estimated gain on his VTI holdings is $2.30 Mil, reflecting a 34.12% gain to date.
Life Planning Partners, Inc VTI ($307.02) Holding Chart
Life Planning Partners, Inc 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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