Peak Financial Management, Inc. VTI Holdings History
Peak Financial Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Peak Financial Management, Inc. held 98,371.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $29.90 Mil. This investment constitutes 8.5% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 1 purchases of VTI, at an average price of $139.56, for a total of 154,587.00 shares. In addition, there have been 28 sales at an average price of $190.32 for 56,216.00 shares. Based on historical transaction data and VTI's current price of $312.72, Peak Financial Management, Inc.'s estimated gain on his VTI holdings is $19.89 Mil, reflecting a 92.18% gain to date.
Peak Financial Management, Inc. VTI ($312.72) Holding Chart
Peak Financial Management, Inc. VTI ($312.72) 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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