WBH ADVISORY INC VTI Holdings History
WBH ADVISORY INC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 194,392.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $53.43 Mil. This investment constitutes 4.98% of their stock portfolio, and WBH ADVISORY INC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q4. And since then WBH ADVISORY INC has made 26 purchases of VTI, at an average price of $149.91, for a total of 228,095.00 shares. In addition, there have been 9 sales at an average price of $208.42 for 33,703.00 shares. Based on historical transaction data and VTI's current price of $309.26, WBH ADVISORY INC's estimated gain on his VTI holdings is $32.95 Mil, reflecting a 96.36% gain to date.
WBH ADVISORY INC VTI ($309.26) Holding Chart
WBH ADVISORY INC VTI ($309.26) 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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