AGILIS PARTNERS LLC VTI Holdings History
AGILIS PARTNERS LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, AGILIS PARTNERS LLC held 484,671.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $140.46 Mil. This investment constitutes 42.28% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then AGILIS PARTNERS LLC has made 3 purchases of VTI, at an average price of $191.99, for a total of 545,944.00 shares. In addition, there have been 8 sales at an average price of $172.04 for 61,273.00 shares. Based on historical transaction data and VTI's current price of $309.09, AGILIS PARTNERS LLC's estimated gain on his VTI holdings is $55.53 Mil, reflecting a 52.98% gain to date.
AGILIS PARTNERS LLC VTI ($309.09) Holding Chart
AGILIS PARTNERS LLC VTI ($309.09) 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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