Paladin Advisory Group, LLC VTI Holdings History
Paladin Advisory Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Paladin Advisory Group, LLC held 9,766.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.68 Mil. This investment constitutes 2.15% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 8 purchases of VTI, at an average price of $230.00, for a total of 16,802.00 shares. In addition, there have been 4 sales at an average price of $205.63 for 7,036.00 shares. Based on historical transaction data and VTI's current price of $309.80, Paladin Advisory Group, LLC's estimated gain on his VTI holdings is $607,925.60, reflecting a 15.73% gain to date.
Paladin Advisory Group, LLC VTI ($309.80) Holding Chart
Paladin Advisory Group, 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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