ProVise Management Group, LLC VTI Holdings History
ProVise Management Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held - shares of Vanguard Total Stock Market ETF(VTI), totaling N/A. This investment constitutes 0% of their stock portfolio, and ProVise Management Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then ProVise Management Group, LLC has made 13 purchases of VTI, at an average price of $115.21, for a total of 44,828.00 shares. In addition, there have been 18 sales at an average price of $176.04 for 44,828.00 shares. Based on historical transaction data and VTI's current price of $301.94, ProVise Management Group, LLC's estimated gain on his VTI holdings is $2.73 Mil, reflecting a 52.80% gain to date.
ProVise Management Group, LLC VTI ($301.94) Holding Chart
ProVise Management Group, LLC VTI ($301.94) 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
