CARL STUART INVESTMENT ADVISOR, INC VTI Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 322,721.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $88.70 Mil. This investment constitutes 50.07% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 7 purchases of VTI, at an average price of $236.88, for a total of 338,790.00 shares. In addition, there have been 6 sales at an average price of $248.62 for 16,069.00 shares. Based on historical transaction data and VTI's current price of $305.58, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his VTI holdings is $22.36 Mil, reflecting a 27.86% gain to date.
CARL STUART INVESTMENT ADVISOR, INC VTI ($305.58) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC VTI ($305.58) 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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