Advantage Trust Co VTI Holdings History
Number of Shares
3,149.00
Current Holdings Value*
$865,470.00
% of Portfolio
0.52%
Total Estimate Gain
$58,306.37
% of Total Estimate Gain
6.45%
Advantage Trust Co's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Advantage Trust Co held 3,149.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $865,470.00. This investment constitutes 0.52% of their stock portfolio, and Advantage Trust Co now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q3. And since then Advantage Trust Co has made 2 purchases of VTI, at an average price of $287.14, for a total of 3,149.00 shares. Based on historical transaction data and VTI's current price of $305.66, Advantage Trust Co's estimated gain on his VTI holdings is $58,306.37, reflecting a 6.45% gain to date.
Advantage Trust Co VTI ($305.66) Holding Chart
Advantage Trust Co VTI ($305.66) 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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