Prentice Wealth Management LLC VTI Holdings History
Prentice Wealth Management LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 196,780.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $54.08 Mil. This investment constitutes 15.61% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q1. And since then Prentice Wealth Management LLC has made 8 purchases of VTI, at an average price of $203.53, for a total of 491,342.00 shares. In addition, there have been 7 sales at an average price of $208.79 for 294,562.00 shares. Based on historical transaction data and VTI's current price of $312.30, Prentice Wealth Management LLC's estimated gain on his VTI holdings is $22.95 Mil, reflecting a 22.95% gain to date.
Prentice Wealth Management LLC VTI ($312.30) Holding Chart
Prentice Wealth Management LLC VTI ($312.30) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
