Number of Shares
114,807.00
Current Holdings Value*
$34.89 Mil
% of Portfolio
3.9%
Total Estimate Gain
$13.41 Mil
% of Total Estimate Gain
43.19%
BFSG, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, BFSG, LLC held 114,807.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $34.89 Mil. This investment constitutes 3.9% of their stock portfolio, and BFSG, 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 BFSG, LLC has made 20 purchases of VTI, at an average price of $185.30, for a total of 167,512.00 shares. In addition, there have been 9 sales at an average price of $169.99 for 52,705.00 shares. Based on historical transaction data and VTI's current price of $309.09, BFSG, LLC's estimated gain on his VTI holdings is $13.41 Mil, reflecting a 43.19% gain to date.
BFSG, LLC VTI ($309.09) Holding Chart
BFSG, 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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