REDW Wealth LLC VTI Holdings History

Number of Shares
144,927.00
Current Holdings Value*
$39.83 Mil
% of Portfolio
14.83%
Total Estimate Gain
$25.68 Mil
% of Total Estimate Gain
58.75%

REDW Wealth LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, REDW Wealth LLC held 144,927.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $39.83 Mil. This investment constitutes 14.83% of their stock portfolio, and REDW Wealth LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then REDW Wealth LLC has made 13 purchases of VTI, at an average price of $174.81, for a total of 250,101.00 shares. In addition, there have been 15 sales at an average price of $241.94 for 105,174.00 shares. Based on historical transaction data and VTI's current price of $303.31, REDW Wealth LLC's estimated gain on his VTI holdings is $25.68 Mil, reflecting a 58.75% gain to date.

REDW Wealth LLC VTI ($303.31) Holding Chart

REDW Wealth LLC VTI ($303.31) 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