Number of Shares
260,061.00
Current Holdings Value*
$71.48 Mil
% of Portfolio
7.92%
Total Estimate Gain
$47.50 Mil
% of Total Estimate Gain
101.93%

Nadler Financial Group, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Nadler Financial Group, Inc. held 260,061.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $71.48 Mil. This investment constitutes 7.92% of their stock portfolio, and Nadler Financial Group, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2013Q4. And since then Nadler Financial Group, Inc. has made 18 purchases of VTI, at an average price of $139.79, for a total of 333,371.00 shares. In addition, there have been 8 sales at an average price of $184.63 for 73,310.00 shares. Based on historical transaction data and VTI's current price of $309.80, Nadler Financial Group, Inc.'s estimated gain on his VTI holdings is $47.50 Mil, reflecting a 101.93% gain to date.

Nadler Financial Group, Inc. VTI ($309.80) Holding Chart

Nadler Financial Group, Inc. VTI ($309.80) 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