Monument Group Wealth Advisors, LLC VTI Holdings History
Monument Group Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 54,946.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.10 Mil. This investment constitutes 10.47% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of VTI, at an average price of $222.06, for a total of 66,525.00 shares. In addition, there have been 4 sales at an average price of $261.98 for 11,579.00 shares. Based on historical transaction data and VTI's current price of $312.69, Monument Group Wealth Advisors, LLC's estimated gain on his VTI holdings is $5.44 Mil, reflecting a 36.84% gain to date.
Monument Group Wealth Advisors, LLC VTI ($312.69) Holding Chart
Monument Group Wealth Advisors, LLC VTI ($312.69) 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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