MISSION WEALTH MANAGEMENT, LP VTI Holdings History
MISSION WEALTH MANAGEMENT, LP's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 332,335.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $91.34 Mil. This investment constitutes 2.24% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 11 purchases of VTI, at an average price of $154.86, for a total of 599,933.00 shares. In addition, there have been 17 sales at an average price of $206.80 for 267,598.00 shares. Based on historical transaction data and VTI's current price of $308.03, MISSION WEALTH MANAGEMENT, LP's estimated gain on his VTI holdings is $64.80 Mil, reflecting a 69.75% gain to date.
MISSION WEALTH MANAGEMENT, LP VTI ($308.03) Holding Chart
MISSION WEALTH MANAGEMENT, LP VTI ($308.03) 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
