Plotkin Financial Advisors, LLC VTI Holdings History
Plotkin Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 56,471.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.52 Mil. This investment constitutes 9.54% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then Plotkin Financial Advisors, LLC has made 12 purchases of VTI, at an average price of $230.39, for a total of 61,993.00 shares. In addition, there have been 8 sales at an average price of $175.54 for 5,522.00 shares. Based on historical transaction data and VTI's current price of $307.50, Plotkin Financial Advisors, LLC's estimated gain on his VTI holdings is $4.05 Mil, reflecting a 28.37% gain to date.
Plotkin Financial Advisors, LLC VTI ($307.50) Holding Chart
Plotkin Financial Advisors, LLC 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 % | |||
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