NRI Wealth Management LC VTI Holdings History
NRI Wealth Management LC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, NRI Wealth Management LC held 27,909.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.48 Mil. This investment constitutes 5.12% of their stock portfolio, and NRI Wealth Management LC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 2 purchases of VTI, at an average price of $233.13, for a total of 35,529.00 shares. In addition, there have been 1 sales at an average price of $290.53 for 7,620.00 shares. Based on historical transaction data and VTI's current price of $311.73, NRI Wealth Management LC's estimated gain on his VTI holdings is $2.63 Mil, reflecting a 31.76% gain to date.
NRI Wealth Management LC VTI ($311.73) Holding Chart
NRI Wealth Management LC VTI ($311.73) 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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