Traveka Wealth, LLC VTI Holdings History
Traveka Wealth, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Traveka Wealth, LLC held 17,857.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.43 Mil. This investment constitutes 2.87% of their stock portfolio, and Traveka Wealth, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Traveka Wealth, LLC has made 4 purchases of VTI, at an average price of $230.04, for a total of 21,515.00 shares. In addition, there have been 2 sales at an average price of $272.39 for 3,658.00 shares. Based on historical transaction data and VTI's current price of $309.09, Traveka Wealth, LLC's estimated gain on his VTI holdings is $1.57 Mil, reflecting a 31.65% gain to date.
Traveka Wealth, LLC VTI ($309.09) Holding Chart
Traveka Wealth, 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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