Wood Tarver Financial Group, LLC VTI Holdings History
Number of Shares
160,734.00
Current Holdings Value*
$44.18 Mil
% of Portfolio
14.39%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
6.99%
Wood Tarver Financial Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Wood Tarver Financial Group, LLC held 160,734.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $44.18 Mil. This investment constitutes 14.39% of their stock portfolio, and Wood Tarver Financial Group, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then Wood Tarver Financial Group, LLC has made 1 purchases of VTI, at an average price of $291.90, for a total of 160,734.00 shares. Based on historical transaction data and VTI's current price of $312.30, Wood Tarver Financial Group, LLC's estimated gain on his VTI holdings is $3.28 Mil, reflecting a 6.99% gain to date.
Wood Tarver Financial Group, LLC VTI ($312.30) Holding Chart
Wood Tarver Financial Group, 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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