Wiser Wealth Management, Inc VTI Holdings History
Wiser Wealth Management, Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 5,301.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.46 Mil. This investment constitutes 0.41% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Wiser Wealth Management, Inc has made 12 purchases of VTI, at an average price of $224.17, for a total of 16,556.00 shares. In addition, there have been 5 sales at an average price of $240.44 for 11,255.00 shares. Based on historical transaction data and VTI's current price of $305.99, Wiser Wealth Management, Inc's estimated gain on his VTI holdings is $616,868.71, reflecting a 16.62% gain to date.
Wiser Wealth Management, Inc VTI ($305.99) Holding Chart
Wiser Wealth Management, Inc VTI ($305.99) 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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