WealthCollab, LLC VTI Holdings History

Number of Shares
51,940.00
Current Holdings Value*
$14.28 Mil
% of Portfolio
8.81%
Total Estimate Gain
$4.40 Mil
% of Total Estimate Gain
19.40%

WealthCollab, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, WealthCollab, LLC held 51,940.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $14.28 Mil. This investment constitutes 8.81% of their stock portfolio, and WealthCollab, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then WealthCollab, LLC has made 4 purchases of VTI, at an average price of $245.55, for a total of 92,397.00 shares. In addition, there have been 1 sales at an average price of $272.76 for 40,457.00 shares. Based on historical transaction data and VTI's current price of $309.09, WealthCollab, LLC's estimated gain on his VTI holdings is $4.40 Mil, reflecting a 19.40% gain to date.

WealthCollab, LLC VTI ($309.09) Holding Chart

WealthCollab, 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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