WFA Of San Diego, LLC VTI Holdings History
WFA of San Diego, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 28,695.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.13 Mil. This investment constitutes 6.85% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 1 purchases of VTI, at an average price of $148.71, for a total of 95,969.00 shares. In addition, there have been 13 sales at an average price of $210.82 for 67,274.00 shares. Based on historical transaction data and VTI's current price of $309.09, WFA of San Diego, LLC's estimated gain on his VTI holdings is $8.78 Mil, reflecting a 61.52% gain to date.
WFA of San Diego, LLC VTI ($309.09) Holding Chart
WFA of San Diego, LLC VTI ($309.09) 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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