Strategic Financial Concepts, LLC VTI Holdings History
Strategic Financial Concepts, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 40,862.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.23 Mil. This investment constitutes 2.11% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 5 purchases of VTI, at an average price of $258.64, for a total of 10.29 Mil shares. In addition, there have been 3 sales at an average price of $272.64 for 10.25 Mil shares. Based on historical transaction data and VTI's current price of $309.80, Strategic Financial Concepts, LLC's estimated gain on his VTI holdings is $145.59 Mil, reflecting a 5.47% gain to date.
Strategic Financial Concepts, LLC VTI ($309.80) Holding Chart
Strategic Financial Concepts, LLC VTI ($309.80) 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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