Wealth Forward, LLC VTI Holdings History
Wealth Forward, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 2,253.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $619,280.00. This investment constitutes 0.44% of their stock portfolio, and Wealth Forward, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 5 purchases of VTI, at an average price of $232.22, for a total of 2,253.00 shares. Based on historical transaction data and VTI's current price of $307.02, Wealth Forward, LLC's estimated gain on his VTI holdings is $168,529.75, reflecting a 32.21% gain to date.
Wealth Forward, LLC VTI ($307.02) Holding Chart
Wealth Forward, LLC VTI ($307.02) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
