Zhang Financial LLC VTI Holdings History
Zhang Financial LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 488,385.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $134.23 Mil. This investment constitutes 7.1% of their stock portfolio, and Zhang Financial LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q2. And since then Zhang Financial LLC has made 13 purchases of VTI, at an average price of $146.48, for a total of 555,204.00 shares. In addition, there have been 14 sales at an average price of $193.56 for 66,819.00 shares. Based on historical transaction data and VTI's current price of $307.26, Zhang Financial LLC's estimated gain on his VTI holdings is $81.67 Mil, reflecting a 100.42% gain to date.
Zhang Financial LLC VTI ($307.26) Holding Chart
Zhang Financial LLC VTI ($307.26) 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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