MONOGRAPH WEALTH ADVISORS, LLC VTI Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 42,941.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.80 Mil. This investment constitutes 1.61% of their stock portfolio, and MONOGRAPH WEALTH 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 MONOGRAPH WEALTH ADVISORS, LLC has made 9 purchases of VTI, at an average price of $236.87, for a total of 51,996.00 shares. In addition, there have been 4 sales at an average price of $246.18 for 9,055.00 shares. Based on historical transaction data and VTI's current price of $309.09, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his VTI holdings is $3.19 Mil, reflecting a 25.87% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC VTI ($309.09) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC 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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