Trinity Financial Advisors LLC VTI Holdings History
Trinity Financial Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 45,351.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $13.82 Mil. This investment constitutes 4.23% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 8 purchases of VTI, at an average price of $217.44, for a total of 314,514.00 shares. In addition, there have been 8 sales at an average price of $209.61 for 269,163.00 shares. Based on historical transaction data and VTI's current price of $312.30, Trinity Financial Advisors LLC's estimated gain on his VTI holdings is $2.19 Mil, reflecting a 3.21% gain to date.
Trinity Financial Advisors LLC VTI ($312.30) Holding Chart
Trinity Financial Advisors 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 % | |||
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