Wechter Feldman Wealth Management, Inc. VTI Holdings History
Wechter Feldman Wealth Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2021-06-30, Wechter Feldman Wealth Management, Inc. held 45,799.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.21 Mil. This investment constitutes 7.14% of their stock portfolio, and Wechter Feldman Wealth Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Wechter Feldman Wealth Management, Inc. has made 4 purchases of VTI, at an average price of $153.08, for a total of 104,661.00 shares. In addition, there have been 9 sales at an average price of $154.64 for 58,862.00 shares. Based on historical transaction data and VTI's current price of $309.80, Wechter Feldman Wealth Management, Inc.'s estimated gain on his VTI holdings is $7.27 Mil, reflecting a 45.38% gain to date.
Wechter Feldman Wealth Management, Inc. VTI ($309.80) Holding Chart
Wechter Feldman Wealth Management, 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 % | |||
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