WealthPlan Investment Management, LLC VTI Holdings History
WealthPlan Investment Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 146,241.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $40.19 Mil. This investment constitutes 3.96% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 7 purchases of VTI, at an average price of $243.06, for a total of 322,430.00 shares. In addition, there have been 4 sales at an average price of $201.71 for 176,189.00 shares. Based on historical transaction data and VTI's current price of $308.03, WealthPlan Investment Management, LLC's estimated gain on his VTI holdings is $2.21 Mil, reflecting a 2.83% gain to date.
WealthPlan Investment Management, LLC VTI ($308.03) Holding Chart
WealthPlan Investment Management, LLC VTI ($308.03) 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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