Seaside Wealth Management, Inc. VTI Holdings History
Seaside Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 346,641.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $105.35 Mil. This investment constitutes 33.52% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q2. And since then Seaside Wealth Management, Inc. has made 11 purchases of VTI, at an average price of $214.10, for a total of 354,270.00 shares. In addition, there have been 1 sales at an average price of $221.08 for 7,629.00 shares. Based on historical transaction data and VTI's current price of $309.09, Seaside Wealth Management, Inc.'s estimated gain on his VTI holdings is $32.98 Mil, reflecting a 43.48% gain to date.
Seaside Wealth Management, Inc. VTI ($309.09) Holding Chart
Seaside Wealth Management, Inc. 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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