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 % |
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