Newman & Schimel, LLC VTI Holdings History
Newman & Schimel, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2022-12-31, Newman & Schimel, LLC held 133,684.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $25.56 Mil. This investment constitutes 11.55% of their stock portfolio, and Newman & Schimel, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Newman & Schimel, LLC has made 6 purchases of VTI, at an average price of $188.03, for a total of 135,699.00 shares. In addition, there have been 2 sales at an average price of $218.79 for 2,015.00 shares. Based on historical transaction data and VTI's current price of $303.31, Newman & Schimel, LLC's estimated gain on his VTI holdings is $15.47 Mil, reflecting a 60.64% gain to date.
Newman & Schimel, LLC VTI ($303.31) Holding Chart
Newman & Schimel, LLC VTI ($303.31) 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
