OXFORD FINANCIAL GROUP, LTD. LLC VTI Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 807,222.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $221.86 Mil. This investment constitutes 15.56% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 25 purchases of VTI, at an average price of $194.34, for a total of 1.05 Mil shares. In addition, there have been 3 sales at an average price of $177.10 for 244,091.00 shares. Based on historical transaction data and VTI's current price of $309.09, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his VTI holdings is $88.42 Mil, reflecting a 43.28% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC VTI ($309.09) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC VTI ($309.09) 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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