SARD WEALTH MANAGEMENT GROUP, LLC VTI Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 55,854.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.98 Mil. This investment constitutes 10.46% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 6 purchases of VTI, at an average price of $229.44, for a total of 55,854.00 shares. Based on historical transaction data and VTI's current price of $307.02, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his VTI holdings is $4.33 Mil, reflecting a 33.81% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC VTI ($307.02) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC VTI ($307.02) 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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