Nicholson Wealth Management Group, LLC VTI Holdings History
Nicholson Wealth Management Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 10,928.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.00 Mil. This investment constitutes 1.97% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. In addition, there have been 1 sales at an average price of $291.95 for 543.00 shares. Based on historical transaction data and VTI's current price of $309.26, Nicholson Wealth Management Group, LLC's estimated gain on his VTI holdings is $409,292.17, reflecting a 13.08% gain to date.
Nicholson Wealth Management Group, LLC VTI ($309.26) Holding Chart
Nicholson Wealth Management Group, LLC VTI ($309.26) 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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