New England Private Wealth Advisors LLC VTI Holdings History
New England Private Wealth Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 120,417.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $33.10 Mil. This investment constitutes 5.12% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then New England Private Wealth Advisors LLC has made 24 purchases of VTI, at an average price of $223.17, for a total of 1.09 Mil shares. In addition, there have been 11 sales at an average price of $222.00 for 969,132.00 shares. Based on historical transaction data and VTI's current price of $309.80, New England Private Wealth Advisors LLC's estimated gain on his VTI holdings is $9.30 Mil, reflecting a 3.82% gain to date.
New England Private Wealth Advisors LLC VTI ($309.80) Holding Chart
New England Private Wealth Advisors LLC 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 % | |||
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