Symphony Financial, Ltd. Co. VTI Holdings History
Symphony Financial, Ltd. Co.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 17,997.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.08 Mil. This investment constitutes 3.01% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q1. And since then Symphony Financial, Ltd. Co. has made 12 purchases of VTI, at an average price of $215.19, for a total of 164,327.00 shares. In addition, there have been 8 sales at an average price of $224.51 for 146,330.00 shares. Based on historical transaction data and VTI's current price of $307.72, Symphony Financial, Ltd. Co.'s estimated gain on his VTI holdings is $3.03 Mil, reflecting a 8.57% gain to date.
Symphony Financial, Ltd. Co. VTI ($307.72) Holding Chart
Symphony Financial, Ltd. Co. VTI ($307.72) 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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