Wealth Management Associates, Inc. VTI Holdings History
Wealth Management Associates, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 27,126.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.46 Mil. This investment constitutes 3.19% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 8 purchases of VTI, at an average price of $163.59, for a total of 46,285.00 shares. In addition, there have been 10 sales at an average price of $203.82 for 19,159.00 shares. Based on historical transaction data and VTI's current price of $309.80, Wealth Management Associates, Inc.'s estimated gain on his VTI holdings is $4.74 Mil, reflecting a 62.56% gain to date.
Wealth Management Associates, Inc. VTI ($309.80) Holding Chart
Wealth Management Associates, Inc. VTI ($309.80) 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
