Olistico Wealth, LLC VTI Holdings History
Olistico Wealth, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 48,170.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $14.64 Mil. This investment constitutes 8.13% of their stock portfolio, and Olistico Wealth, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Olistico Wealth, LLC has made 8 purchases of VTI, at an average price of $214.29, for a total of 53,042.00 shares. In addition, there have been 2 sales at an average price of $212.24 for 4,872.00 shares. Based on historical transaction data and VTI's current price of $309.80, Olistico Wealth, LLC's estimated gain on his VTI holdings is $4.59 Mil, reflecting a 40.39% gain to date.
Olistico Wealth, LLC VTI ($309.80) Holding Chart
Olistico Wealth, LLC VTI ($309.80) 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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