MEMBERS WEALTH LLC VTI Holdings History

Number of Shares
5,334.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
1.11%
Total Estimate Gain
$500,817.37
% of Total Estimate Gain
15.66%

MEMBERS WEALTH LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, MEMBERS WEALTH LLC held 5,334.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.47 Mil. This investment constitutes 1.11% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2024Q2. In addition, there have been 1 sales at an average price of $291.40 for 7,025.00 shares. Based on historical transaction data and VTI's current price of $309.80, MEMBERS WEALTH LLC's estimated gain on his VTI holdings is $500,817.37, reflecting a 15.66% gain to date.

MEMBERS WEALTH LLC VTI ($309.80) Holding Chart

MEMBERS WEALTH LLC VTI ($309.80) 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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