Morling Financial Advisors, LLC VTI Holdings History
Morling Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 112,408.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $30.89 Mil. This investment constitutes 10.63% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Morling Financial Advisors, LLC has made 12 purchases of VTI, at an average price of $234.49, for a total of 113,993.00 shares. In addition, there have been 1 sales at an average price of $205.06 for 1,585.00 shares. Based on historical transaction data and VTI's current price of $312.64, Morling Financial Advisors, LLC's estimated gain on his VTI holdings is $8.74 Mil, reflecting a 32.69% gain to date.
Morling Financial Advisors, LLC VTI ($312.64) Holding Chart
Morling Financial Advisors, LLC VTI ($312.64) 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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