Number of Shares
25,381.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
2.09%
Total Estimate Gain
$4.93 Mil
% of Total Estimate Gain
90.13%

Winfield Associates, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2022-03-31, Winfield Associates, Inc. held 25,381.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.78 Mil. This investment constitutes 2.09% of their stock portfolio, and Winfield Associates, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q1. And since then Winfield Associates, Inc. has made 14 purchases of VTI, at an average price of $123.44, for a total of 44,319.00 shares. In addition, there have been 9 sales at an average price of $134.02 for 18,938.00 shares. Based on historical transaction data and VTI's current price of $309.80, Winfield Associates, Inc.'s estimated gain on his VTI holdings is $4.93 Mil, reflecting a 90.13% gain to date.

Winfield Associates, Inc. VTI ($309.80) Holding Chart

Winfield Associates, 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 %

Top Ranked Articles

  • 1