StrategIQ Financial Group, LLC VTI Holdings History
StrategIQ Financial Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 172,559.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $40.93 Mil. This investment constitutes 4.62% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then StrategIQ Financial Group, LLC has made 5 purchases of VTI, at an average price of $217.90, for a total of 227,960.00 shares. In addition, there have been 18 sales at an average price of $202.25 for 55,401.00 shares. Based on historical transaction data and VTI's current price of $308.03, StrategIQ Financial Group, LLC's estimated gain on his VTI holdings is $14.68 Mil, reflecting a 29.56% gain to date.
StrategIQ Financial Group, LLC VTI ($308.03) Holding Chart
StrategIQ Financial Group, LLC VTI ($308.03) 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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