Number of Shares
35,002.00
Current Holdings Value*
$10.64 Mil
% of Portfolio
3.26%
Total Estimate Gain
$6.33 Mil
% of Total Estimate Gain
46.98%

NovaPoint Capital, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, NovaPoint Capital, LLC held 35,002.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.64 Mil. This investment constitutes 3.26% of their stock portfolio, and NovaPoint Capital, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2019Q4. And since then NovaPoint Capital, LLC has made 9 purchases of VTI, at an average price of $193.06, for a total of 69,788.00 shares. In addition, there have been 13 sales at an average price of $254.95 for 34,786.00 shares. Based on historical transaction data and VTI's current price of $312.41, NovaPoint Capital, LLC's estimated gain on his VTI holdings is $6.33 Mil, reflecting a 46.98% gain to date.

NovaPoint Capital, LLC VTI ($312.41) Holding Chart

NovaPoint Capital, LLC VTI ($312.41) 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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