Precision Wealth Strategies, LLC VTI Holdings History
Precision Wealth Strategies, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Precision Wealth Strategies, LLC held 7,028.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.93 Mil. This investment constitutes 1.48% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2025Q1. And since then Precision Wealth Strategies, LLC has made 1 purchases of VTI, at an average price of $290.53, for a total of 7,028.00 shares. Based on historical transaction data and VTI's current price of $305.58, Precision Wealth Strategies, LLC's estimated gain on his VTI holdings is $105,771.40, reflecting a 5.18% gain to date.
Precision Wealth Strategies, LLC VTI ($305.58) Holding Chart
Precision Wealth Strategies, LLC VTI ($305.58) 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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