Weinberger Asset Management, Inc VTI Holdings History
Weinberger Asset Management, Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 114,720.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $34.87 Mil. This investment constitutes 13.46% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 9 purchases of VTI, at an average price of $233.12, for a total of 118,323.00 shares. In addition, there have been 5 sales at an average price of $266.82 for 3,603.00 shares. Based on historical transaction data and VTI's current price of $309.09, Weinberger Asset Management, Inc's estimated gain on his VTI holdings is $8.84 Mil, reflecting a 32.04% gain to date.
Weinberger Asset Management, Inc VTI ($309.09) Holding Chart
Weinberger Asset Management, Inc 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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