Mullooly Asset Management, Inc. VTI Holdings History
Number of Shares
62,659.00
Current Holdings Value*
$17.22 Mil
% of Portfolio
7.82%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
6.63%
Mullooly Asset Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Mullooly Asset Management, Inc. held 62,659.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $17.22 Mil. This investment constitutes 7.82% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VTI's current price of $309.80, Mullooly Asset Management, Inc.'s estimated gain on his VTI holdings is $1.21 Mil, reflecting a 6.63% gain to date.
Mullooly Asset Management, Inc. VTI ($309.80) Holding Chart
Mullooly Asset Management, Inc. VTI ($309.80) 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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