REFRAME WEALTH, LLC VTI Holdings History
Number of Shares
38,636.00
Current Holdings Value*
$7.39 Mil
% of Portfolio
2.84%
Total Estimate Gain
$4.56 Mil
% of Total Estimate Gain
61.73%
REFRAME WEALTH, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 38,636.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.39 Mil. This investment constitutes 2.84% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and VTI's current price of $309.09, REFRAME WEALTH, LLC's estimated gain on his VTI holdings is $4.56 Mil, reflecting a 61.73% gain to date.
REFRAME WEALTH, LLC VTI ($309.09) Holding Chart
REFRAME WEALTH, LLC 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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