Number of Shares
691,522.00
Current Holdings Value*
$117.77 Mil
% of Portfolio
4.16%
Total Estimate Gain
$101.33 Mil
% of Total Estimate Gain
88.03%

BRONFMAN E.L. ROTHSCHILD, L.P.'s Vanguard Total Stock Market ETF Holding Summary

As of 2020-09-30, BRONFMAN E.L. ROTHSCHILD, L.P. held 691,522.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $117.77 Mil. This investment constitutes 4.16% of their stock portfolio, and BRONFMAN E.L. ROTHSCHILD, L.P. now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then BRONFMAN E.L. ROTHSCHILD, L.P. has made 9 purchases of VTI, at an average price of $166.46, for a total of 691,522.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VTI's current price of $313.00, BRONFMAN E.L. ROTHSCHILD, L.P.'s estimated gain on his VTI holdings is $101.33 Mil, reflecting a 88.03% gain to date.

BRONFMAN E.L. ROTHSCHILD, L.P. VTI ($313.00) Holding Chart

BRONFMAN E.L. ROTHSCHILD, L.P. VTI ($313.00) 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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