O'Brien Wealth Partners LLC VTI Holdings History
O'Brien Wealth Partners LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 132,437.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $40.25 Mil. This investment constitutes 6.32% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then O'Brien Wealth Partners LLC has made 4 purchases of VTI, at an average price of $148.81, for a total of 489,424.00 shares. In addition, there have been 25 sales at an average price of $181.22 for 356,987.00 shares. Based on historical transaction data and VTI's current price of $312.30, O'Brien Wealth Partners LLC's estimated gain on his VTI holdings is $33.22 Mil, reflecting a 45.61% gain to date.
O'Brien Wealth Partners LLC VTI ($312.30) Holding Chart
O'Brien Wealth Partners LLC VTI ($312.30) 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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