Valley Financial Group, Inc. VTI Holdings History
Valley Financial Group, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 16,075.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.42 Mil. This investment constitutes 2.93% of their stock portfolio, and Valley Financial Group, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $265.21 for 4,505.00 shares. Based on historical transaction data and VTI's current price of $312.30, Valley Financial Group, Inc.'s estimated gain on his VTI holdings is $1.67 Mil, reflecting a 36.60% gain to date.
Valley Financial Group, Inc. VTI ($312.30) Holding Chart
Valley Financial Group, Inc. 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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