Tumwater Wealth Management, LLC VTI Holdings History
Tumwater Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 158,536.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $43.57 Mil. This investment constitutes 22.73% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $290.53 for 86.00 shares. Based on historical transaction data and VTI's current price of $312.41, Tumwater Wealth Management, LLC's estimated gain on his VTI holdings is $3.24 Mil, reflecting a 7.00% gain to date.
Tumwater Wealth Management, LLC VTI ($312.41) Holding Chart
Tumwater Wealth Management, LLC VTI ($312.41) 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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