Apella Capital, LLC VTI Holdings History
Apella Capital, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Apella Capital, LLC held 430,143.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $131.45 Mil. This investment constitutes 3.56% of their stock portfolio, and Apella Capital, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q1. And since then Apella Capital, LLC has made 14 purchases of VTI, at an average price of $212.61, for a total of 600,678.00 shares. In addition, there have been 6 sales at an average price of $230.95 for 170,535.00 shares. Based on historical transaction data and VTI's current price of $312.30, Apella Capital, LLC's estimated gain on his VTI holdings is $46.01 Mil, reflecting a 36.03% gain to date.
Apella Capital, LLC VTI ($312.30) Holding Chart
Apella Capital, LLC VTI ($312.30) 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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