Strategic Wealth Partners Group, LLC VTI Holdings History
Strategic Wealth Partners Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 240,015.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $62.38 Mil. This investment constitutes 6.88% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 12 purchases of VTI, at an average price of $153.18, for a total of 289,343.00 shares. In addition, there have been 11 sales at an average price of $170.03 for 49,328.00 shares. Based on historical transaction data and VTI's current price of $312.41, Strategic Wealth Partners Group, LLC's estimated gain on his VTI holdings is $39.05 Mil, reflecting a 88.10% gain to date.
Strategic Wealth Partners Group, LLC VTI ($312.41) Holding Chart
Strategic Wealth Partners Group, LLC VTI ($312.41) 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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