Revolve Wealth Partners, LLC VTI Holdings History
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 % |
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