Martin Worley Group VTI Holdings History

Number of Shares
71,037.00
Current Holdings Value*
$19.52 Mil
% of Portfolio
11.14%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
5.95%

Martin Worley Group's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Martin Worley Group held 71,037.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.52 Mil. This investment constitutes 11.14% of their stock portfolio, and Martin Worley Group now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of VTI, at an average price of $291.88, for a total of 71,037.00 shares. Based on historical transaction data and VTI's current price of $309.26, Martin Worley Group's estimated gain on his VTI holdings is $1.23 Mil, reflecting a 5.95% gain to date.

Martin Worley Group VTI ($309.26) Holding Chart

Martin Worley Group VTI ($309.26) 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