Strategic Wealth Management Group, LLC VTI Holdings History
Strategic Wealth Management Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 27,258.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.07 Mil. This investment constitutes 2.22% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Management Group, LLC has made 7 purchases of VTI, at an average price of $182.87, for a total of 31,030.00 shares. In addition, there have been 3 sales at an average price of $213.96 for 3,772.00 shares. Based on historical transaction data and VTI's current price of $309.09, Strategic Wealth Management Group, LLC's estimated gain on his VTI holdings is $3.56 Mil, reflecting a 62.70% gain to date.
Strategic Wealth Management Group, LLC VTI ($309.09) Holding Chart
Strategic Wealth Management Group, LLC VTI ($309.09) 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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