R. W. Roge & Company, Inc. VTI Holdings History
R. W. Roge & Company, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, R. W. Roge & Company, Inc. held 20,310.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.58 Mil. This investment constitutes 3.06% of their stock portfolio, and R. W. Roge & Company, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then R. W. Roge & Company, Inc. has made 8 purchases of VTI, at an average price of $195.42, for a total of 26,603.00 shares. In addition, there have been 11 sales at an average price of $245.02 for 6,293.00 shares. Based on historical transaction data and VTI's current price of $309.09, R. W. Roge & Company, Inc.'s estimated gain on his VTI holdings is $2.62 Mil, reflecting a 50.41% gain to date.
R. W. Roge & Company, Inc. VTI ($309.09) Holding Chart
R. W. Roge & Company, Inc. VTI ($309.09) 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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