Aspect Partners, LLC VTI Holdings History

Number of Shares
47,933.00
Current Holdings Value*
$13.17 Mil
% of Portfolio
7.54%
Total Estimate Gain
$3.67 Mil
% of Total Estimate Gain
31.09%

Aspect Partners, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Aspect Partners, LLC held 47,933.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $13.17 Mil. This investment constitutes 7.54% of their stock portfolio, and Aspect Partners, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 3 purchases of VTI, at an average price of $233.48, for a total of 50,535.00 shares. In addition, there have been 2 sales at an average price of $288.58 for 2,602.00 shares. Based on historical transaction data and VTI's current price of $307.02, Aspect Partners, LLC's estimated gain on his VTI holdings is $3.67 Mil, reflecting a 31.09% gain to date.

Aspect Partners, LLC VTI ($307.02) Holding Chart

Aspect Partners, LLC VTI ($307.02) 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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