Number of Shares
372,886.00
Current Holdings Value*
$102.48 Mil
% of Portfolio
14.82%
Total Estimate Gain
$40.26 Mil
% of Total Estimate Gain
52.37%

Revolve Wealth Partners, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Revolve Wealth Partners, LLC held 372,886.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $102.48 Mil. This investment constitutes 14.82% of their stock portfolio, and Revolve Wealth Partners, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Revolve Wealth Partners, LLC has made 10 purchases of VTI, at an average price of $204.82, for a total of 375,363.00 shares. In addition, there have been 3 sales at an average price of $277.49 for 2,477.00 shares. Based on historical transaction data and VTI's current price of $312.30, Revolve Wealth Partners, LLC's estimated gain on his VTI holdings is $40.26 Mil, reflecting a 52.37% gain to date.

Revolve Wealth Partners, LLC VTI ($312.30) Holding Chart

Revolve Wealth Partners, 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