Orcam Financial Group VTI Holdings History

Number of Shares
23,854.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
6.14%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
29.46%

Orcam Financial Group's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Orcam Financial Group held 23,854.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.56 Mil. This investment constitutes 6.14% of their stock portfolio, and Orcam Financial Group now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Orcam Financial Group has made 13 purchases of VTI, at an average price of $237.52, for a total of 23,854.00 shares. Based on historical transaction data and VTI's current price of $307.50, Orcam Financial Group's estimated gain on his VTI holdings is $1.67 Mil, reflecting a 29.46% gain to date.

Orcam Financial Group VTI ($307.50) Holding Chart

Orcam Financial Group VTI ($307.50) 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 %

Top Ranked Articles

  • 1