Next Level Wealth Planning, LLC VTI Holdings History
Next Level Wealth Planning, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 43,284.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.90 Mil. This investment constitutes 9.01% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of VTI, at an average price of $291.89, for a total of 43,284.00 shares. Based on historical transaction data and VTI's current price of $306.10, Next Level Wealth Planning, LLC's estimated gain on his VTI holdings is $615,112.64, reflecting a 4.87% gain to date.
Next Level Wealth Planning, LLC VTI ($306.10) Holding Chart
Next Level Wealth Planning, LLC VTI ($306.10) 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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