Strategic Financial Planning, Inc. VTI Holdings History
Strategic Financial Planning, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 16,334.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.49 Mil. This investment constitutes 3.1% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 5 purchases of VTI, at an average price of $181.04, for a total of 22,990.00 shares. In addition, there have been 16 sales at an average price of $192.09 for 6,656.00 shares. Based on historical transaction data and VTI's current price of $309.80, Strategic Financial Planning, Inc.'s estimated gain on his VTI holdings is $2.18 Mil, reflecting a 52.30% gain to date.
Strategic Financial Planning, Inc. VTI ($309.80) Holding Chart
Strategic Financial Planning, Inc. 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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