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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