One Wealth Management Investment & Advisory Services, LLC VTI Holdings History
One Wealth Management Investment & Advisory Services, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 8,702.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.39 Mil. This investment constitutes 3.96% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 1 purchases of VTI, at an average price of $270.79, for a total of 9,194.00 shares. In addition, there have been 2 sales at an average price of $248.53 for 492.00 shares. Based on historical transaction data and VTI's current price of $309.09, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his VTI holdings is $322,319.93, reflecting a 12.95% gain to date.
One Wealth Management Investment & Advisory Services, LLC VTI ($309.09) Holding Chart
One Wealth Management Investment & Advisory Services, 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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