Selective Wealth Management, Inc. VTI Holdings History
Selective Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 13,971.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.66 Mil. This investment constitutes 1.59% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q3. And since then Selective Wealth Management, Inc. has made 11 purchases of VTI, at an average price of $237.71, for a total of 14,742.00 shares. In addition, there have been 6 sales at an average price of $218.00 for 771.00 shares. Based on historical transaction data and VTI's current price of $303.31, Selective Wealth Management, Inc.'s estimated gain on his VTI holdings is $901,235.97, reflecting a 25.72% gain to date.
Selective Wealth Management, Inc. VTI ($303.31) Holding Chart
Selective Wealth Management, Inc. VTI ($303.31) 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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