Number of Shares
55,199.00
Current Holdings Value*
$15.17 Mil
% of Portfolio
10.48%
Total Estimate Gain
$4.36 Mil
% of Total Estimate Gain
31.49%

W.H. Cornerstone Investments Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, W.H. Cornerstone Investments Inc. held 55,199.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $15.17 Mil. This investment constitutes 10.48% of their stock portfolio, and W.H. Cornerstone Investments Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q3. And since then W.H. Cornerstone Investments Inc. has made 6 purchases of VTI, at an average price of $236.10, for a total of 58,605.00 shares. In addition, there have been 4 sales at an average price of $285.84 for 3,406.00 shares. Based on historical transaction data and VTI's current price of $311.96, W.H. Cornerstone Investments Inc.'s estimated gain on his VTI holdings is $4.36 Mil, reflecting a 31.49% gain to date.

W.H. Cornerstone Investments Inc. VTI ($311.96) Holding Chart

W.H. Cornerstone Investments Inc. VTI ($311.96) 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 %

Top Ranked Articles

  • 1