Watermark Asset Management, Inc. VTI Holdings History
Watermark Asset Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2018-12-31, Watermark Asset Management, Inc. held 41,396.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.28 Mil. This investment constitutes 2.52% of their stock portfolio, and Watermark Asset Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Watermark Asset Management, Inc. has made 2 purchases of VTI, at an average price of $139.87, for a total of 41,396.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VTI's current price of $312.30, Watermark Asset Management, Inc.'s estimated gain on his VTI holdings is $7.14 Mil, reflecting a 123.28% gain to date.
Watermark Asset Management, Inc. VTI ($312.30) Holding Chart
Watermark Asset Management, 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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