Wilson & Boucher Capital Management, LLC VTI Holdings History
Wilson & Boucher Capital Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 53,009.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.11 Mil. This investment constitutes 11.28% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 11 purchases of VTI, at an average price of $246.95, for a total of 54,693.00 shares. In addition, there have been 3 sales at an average price of $211.60 for 1,684.00 shares. Based on historical transaction data and VTI's current price of $312.30, Wilson & Boucher Capital Management, LLC's estimated gain on his VTI holdings is $3.40 Mil, reflecting a 25.21% gain to date.
Wilson & Boucher Capital Management, LLC VTI ($312.30) Holding Chart
Wilson & Boucher Capital Management, LLC VTI ($312.30) 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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