NORTHWEST WEALTH MANAGEMENT, LLC VTI Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, NORTHWEST WEALTH MANAGEMENT, LLC held 87,190.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $26.50 Mil. This investment constitutes 4.79% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 10 purchases of VTI, at an average price of $178.20, for a total of 126,849.00 shares. In addition, there have been 19 sales at an average price of $202.40 for 39,659.00 shares. Based on historical transaction data and VTI's current price of $309.09, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his VTI holdings is $12.37 Mil, reflecting a 54.73% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC VTI ($309.09) Holding Chart
NORTHWEST WEALTH MANAGEMENT, 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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