Mullooly Asset Management, Inc. VTI Holdings History
Number of Shares
67,143.00
Current Holdings Value*
$20.41 Mil
% of Portfolio
8.57%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
7.94%
Mullooly Asset Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Mullooly Asset Management, Inc. held 67,143.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $20.41 Mil. This investment constitutes 8.57% 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. And since then Mullooly Asset Management, Inc. has made 1 purchases of VTI, at an average price of $289.90, for a total of 67,143.00 shares. Based on historical transaction data and VTI's current price of $312.91, Mullooly Asset Management, Inc.'s estimated gain on his VTI holdings is $1.54 Mil, reflecting a 7.94% gain to date.
Mullooly Asset Management, Inc. VTI ($312.91) Holding Chart
Mullooly Asset Management, Inc. VTI ($312.91) 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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