LifeGuide Financial Advisors, LLC VTI Holdings History
LifeGuide Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, LifeGuide Financial Advisors, LLC held 44,636.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $12.27 Mil. This investment constitutes 5.01% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then LifeGuide Financial Advisors, LLC has made 10 purchases of VTI, at an average price of $210.92, for a total of 60,593.00 shares. In addition, there have been 3 sales at an average price of $223.48 for 15,957.00 shares. Based on historical transaction data and VTI's current price of $304.42, LifeGuide Financial Advisors, LLC's estimated gain on his VTI holdings is $4.37 Mil, reflecting a 34.23% gain to date.
LifeGuide Financial Advisors, LLC VTI ($304.42) Holding Chart
LifeGuide Financial Advisors, LLC VTI ($304.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
