Baron Silver Stevens Financial Advisors, LLC VTI Holdings History
Baron Silver Stevens Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 145,235.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $44.14 Mil. This investment constitutes 7.07% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 11 purchases of VTI, at an average price of $201.99, for a total of 315,379.00 shares. In addition, there have been 7 sales at an average price of $207.29 for 170,144.00 shares. Based on historical transaction data and VTI's current price of $309.80, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his VTI holdings is $16.56 Mil, reflecting a 26.00% gain to date.
Baron Silver Stevens Financial Advisors, LLC VTI ($309.80) Holding Chart
Baron Silver Stevens Financial Advisors, LLC VTI ($309.80) 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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