Annis Gardner Whiting Capital Advisors, LLC VTI Holdings History
Annis Gardner Whiting Capital Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 100,298.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $27.57 Mil. This investment constitutes 11.66% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 5 purchases of VTI, at an average price of $242.38, for a total of 101,799.00 shares. In addition, there have been 1 sales at an average price of $221.08 for 1,501.00 shares. Based on historical transaction data and VTI's current price of $309.44, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his VTI holdings is $6.69 Mil, reflecting a 27.13% gain to date.
Annis Gardner Whiting Capital Advisors, LLC VTI ($309.44) Holding Chart
Annis Gardner Whiting Capital Advisors, LLC VTI ($309.44) 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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