Shira Ridge Wealth Management VTI Holdings History
Shira Ridge Wealth Management's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 4,613.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.40 Mil. This investment constitutes 0.64% of their stock portfolio, and Shira Ridge Wealth Management now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 5 purchases of VTI, at an average price of $210.58, for a total of 5,363.00 shares. In addition, there have been 3 sales at an average price of $241.13 for 750.00 shares. Based on historical transaction data and VTI's current price of $312.03, Shira Ridge Wealth Management's estimated gain on his VTI holdings is $490,884.17, reflecting a 43.47% gain to date.
Shira Ridge Wealth Management VTI ($312.03) Holding Chart
Shira Ridge Wealth Management VTI ($312.03) 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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