Atlas Legacy Advisors, LLC VTI Holdings History
Number of Shares
9,116.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
0.64%
Total Estimate Gain
$111,330.80
% of Total Estimate Gain
0.94%
Atlas Legacy Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 9,116.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.51 Mil. This investment constitutes 0.64% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $290.53 for 31,632.00 shares. Based on historical transaction data and VTI's current price of $309.09, Atlas Legacy Advisors, LLC's estimated gain on his VTI holdings is $111,330.80, reflecting a 0.94% gain to date.
Atlas Legacy Advisors, LLC VTI ($309.09) Holding Chart
Atlas Legacy Advisors, LLC VTI ($309.09) 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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