Swisher Financial Concepts, Inc. VTI Holdings History
Swisher Financial Concepts, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Swisher Financial Concepts, Inc. held 39,366.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.96 Mil. This investment constitutes 7.72% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q1. And since then Swisher Financial Concepts, Inc. has made 5 purchases of VTI, at an average price of $286.90, for a total of 43,826.00 shares. In addition, there have been 1 sales at an average price of $291.95 for 4,460.00 shares. Based on historical transaction data and VTI's current price of $309.09, Swisher Financial Concepts, Inc.'s estimated gain on his VTI holdings is $896,155.66, reflecting a 7.13% gain to date.
Swisher Financial Concepts, Inc. VTI ($309.09) Holding Chart
Swisher Financial Concepts, Inc. 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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