Number of Shares
6,210.00
Current Holdings Value*
$1.89 Mil
% of Portfolio
0.57%
Total Estimate Gain
$195,688.54
% of Total Estimate Gain
8.73%

Triumph Capital Management's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Triumph Capital Management held 6,210.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.89 Mil. This investment constitutes 0.57% of their stock portfolio, and Triumph Capital Management now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then Triumph Capital Management has made 3 purchases of VTI, at an average price of $262.57, for a total of 8,540.00 shares. In addition, there have been 2 sales at an average price of $214.00 for 2,330.00 shares. Based on historical transaction data and VTI's current price of $312.30, Triumph Capital Management's estimated gain on his VTI holdings is $195,688.54, reflecting a 8.73% gain to date.

Triumph Capital Management VTI ($312.30) Holding Chart

Triumph Capital Management 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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