Topsail Wealth Management, LLC VTI Holdings History
Topsail Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 436,061.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $119.85 Mil. This investment constitutes 24.37% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of VTI, at an average price of $291.91, for a total of 436,061.00 shares. Based on historical transaction data and VTI's current price of $312.30, Topsail Wealth Management, LLC's estimated gain on his VTI holdings is $8.89 Mil, reflecting a 6.99% gain to date.
Topsail Wealth Management, LLC VTI ($312.30) Holding Chart
Topsail Wealth Management, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
