AdvicePeriod, LLC VTI Holdings History
AdvicePeriod, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2021-06-30, AdvicePeriod, LLC held 533,646.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $118.91 Mil. This investment constitutes 7.74% of their stock portfolio, and AdvicePeriod, LLC now holds 0.04% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then AdvicePeriod, LLC has made 5 purchases of VTI, at an average price of $143.60, for a total of 915,983.00 shares. In addition, there have been 8 sales at an average price of $153.53 for 382,337.00 shares. Based on historical transaction data and VTI's current price of $306.10, AdvicePeriod, LLC's estimated gain on his VTI holdings is $90.51 Mil, reflecting a 68.81% gain to date.
AdvicePeriod, LLC VTI ($306.10) Holding Chart
AdvicePeriod, LLC VTI ($306.10) 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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