N.E.W. Advisory Services LLC VTI Holdings History
N.E.W. Advisory Services LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 754,019.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $207.23 Mil. This investment constitutes 15.86% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 19 purchases of VTI, at an average price of $234.74, for a total of 833,601.00 shares. In addition, there have been 1 sales at an average price of $224.27 for 79,582.00 shares. Based on historical transaction data and VTI's current price of $307.26, N.E.W. Advisory Services LLC's estimated gain on his VTI holdings is $53.85 Mil, reflecting a 27.52% gain to date.
N.E.W. Advisory Services LLC VTI ($307.26) Holding Chart
N.E.W. Advisory Services LLC VTI ($307.26) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
