Pine Harbor Wealth Management, LLC VTI Holdings History
Pine Harbor Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 50,477.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $13.87 Mil. This investment constitutes 5.55% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 3 purchases of VTI, at an average price of $230.36, for a total of 58,154.00 shares. In addition, there have been 2 sales at an average price of $279.23 for 7,677.00 shares. Based on historical transaction data and VTI's current price of $311.73, Pine Harbor Wealth Management, LLC's estimated gain on his VTI holdings is $4.48 Mil, reflecting a 33.46% gain to date.
Pine Harbor Wealth Management, LLC VTI ($311.73) Holding Chart
Pine Harbor Wealth Management, LLC VTI ($311.73) 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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