BCM ADVISORS, LLC VTI Holdings History

Number of Shares
121,523.00
Current Holdings Value*
$33.88 Mil
% of Portfolio
7.68%
Total Estimate Gain
$20.70 Mil
% of Total Estimate Gain
18.02%

BCM ADVISORS, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, BCM ADVISORS, LLC held 121,523.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $33.88 Mil. This investment constitutes 7.68% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then BCM ADVISORS, LLC has made 20 purchases of VTI, at an average price of $188.84, for a total of 608,331.00 shares. In addition, there have been 8 sales at an average price of $201.86 for 486,808.00 shares. Based on historical transaction data and VTI's current price of $307.02, BCM ADVISORS, LLC's estimated gain on his VTI holdings is $20.70 Mil, reflecting a 18.02% gain to date.

BCM ADVISORS, LLC VTI ($307.02) Holding Chart

BCM ADVISORS, 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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