My Personal CFO, LLC VTI Holdings History
My Personal CFO, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, My Personal CFO, LLC held 109,539.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $30.11 Mil. This investment constitutes 15.17% of their stock portfolio, and My Personal CFO, 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 My Personal CFO, LLC has made 10 purchases of VTI, at an average price of $232.07, for a total of 131,251.00 shares. In addition, there have been 3 sales at an average price of $200.51 for 21,712.00 shares. Based on historical transaction data and VTI's current price of $309.09, My Personal CFO, LLC's estimated gain on his VTI holdings is $7.75 Mil, reflecting a 25.45% gain to date.
My Personal CFO, LLC VTI ($309.09) Holding Chart
My Personal CFO, LLC VTI ($309.09) 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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