Sterling Wealth Management, Inc. VTI Holdings History
Sterling Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 113,675.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $32.94 Mil. This investment constitutes 12.17% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Sterling Wealth Management, Inc. has made 3 purchases of VTI, at an average price of $224.18, for a total of 120,679.00 shares. In addition, there have been 1 sales at an average price of $272.76 for 7,004.00 shares. Based on historical transaction data and VTI's current price of $309.44, Sterling Wealth Management, Inc.'s estimated gain on his VTI holdings is $10.03 Mil, reflecting a 37.08% gain to date.
Sterling Wealth Management, Inc. VTI ($309.44) Holding Chart
Sterling Wealth Management, Inc. VTI ($309.44) 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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