Tanglewood Wealth Management, Inc. VTI Holdings History
Tanglewood Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Tanglewood Wealth Management, Inc. held 565,435.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $171.85 Mil. This investment constitutes 16.94% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.04% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2017Q1. And since then Tanglewood Wealth Management, Inc. has made 15 purchases of VTI, at an average price of $169.59, for a total of 1.62 Mil shares. In addition, there have been 15 sales at an average price of $214.85 for 1.05 Mil shares. Based on historical transaction data and VTI's current price of $312.30, Tanglewood Wealth Management, Inc.'s estimated gain on his VTI holdings is $128.25 Mil, reflecting a 46.79% gain to date.
Tanglewood Wealth Management, Inc. VTI ($312.30) Holding Chart
Tanglewood Wealth Management, Inc. VTI ($312.30) 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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