Long Island Wealth Management, Inc. VTI Holdings History
Long Island Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 57,532.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.81 Mil. This investment constitutes 9.63% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 2 purchases of VTI, at an average price of $221.68, for a total of 60,183.00 shares. In addition, there have been 3 sales at an average price of $259.86 for 2,651.00 shares. Based on historical transaction data and VTI's current price of $309.09, Long Island Wealth Management, Inc.'s estimated gain on his VTI holdings is $5.13 Mil, reflecting a 38.45% gain to date.
Long Island Wealth Management, Inc. VTI ($309.09) Holding Chart
Long Island Wealth Management, Inc. VTI ($309.09) 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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