Wealthspire Advisors, LLC VTI Holdings History
Wealthspire Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 2.27 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $623.04 Mil. This investment constitutes 3.72% of their stock portfolio, and Wealthspire Advisors, LLC now holds 0.14% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Wealthspire Advisors, LLC has made 17 purchases of VTI, at an average price of $228.95, for a total of 2.58 Mil shares. In addition, there have been 8 sales at an average price of $190.34 for 316,219.00 shares. Based on historical transaction data and VTI's current price of $309.09, Wealthspire Advisors, LLC's estimated gain on his VTI holdings is $169.45 Mil, reflecting a 28.65% gain to date.
Wealthspire Advisors, LLC VTI ($309.09) Holding Chart
Wealthspire Advisors, 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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