Addis & Hill, Inc VTI Holdings History

Number of Shares
67,873.00
Current Holdings Value*
$20.63 Mil
% of Portfolio
13.47%
Total Estimate Gain
$6.59 Mil
% of Total Estimate Gain
36.17%

Addis & Hill, Inc's Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, Addis & Hill, Inc held 67,873.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $20.63 Mil. This investment constitutes 13.47% of their stock portfolio, and Addis & Hill, Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then Addis & Hill, Inc has made 1 purchases of VTI, at an average price of $221.58, for a total of 82,225.00 shares. In addition, there have been 5 sales at an average price of $266.37 for 14,352.00 shares. Based on historical transaction data and VTI's current price of $309.19, Addis & Hill, Inc's estimated gain on his VTI holdings is $6.59 Mil, reflecting a 36.17% gain to date.

Addis & Hill, Inc VTI ($309.19) Holding Chart

Addis & Hill, Inc VTI ($309.19) 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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