Number of Shares
158,536.00
Current Holdings Value*
$43.57 Mil
% of Portfolio
22.73%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
6.11%

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 $309.80, Tumwater Wealth Management, LLC's estimated gain on his VTI holdings is $2.83 Mil, reflecting a 6.11% gain to date.

Tumwater Wealth Management, LLC VTI ($309.80) Holding Chart

Tumwater Wealth Management, LLC VTI ($309.80) 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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