Number of Shares
9,310.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
5.05%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
12.46%

CONTINENTAL INVESTORS SERVICES, INC.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, CONTINENTAL INVESTORS SERVICES, INC. held 9,310.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.54 Mil. This investment constitutes 5.05% of their stock portfolio, and CONTINENTAL INVESTORS SERVICES, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2021Q4. And since then CONTINENTAL INVESTORS SERVICES, INC. has made 6 purchases of VTI, at an average price of $214.76, for a total of 45,568.00 shares. In addition, there have been 7 sales at an average price of $223.98 for 36,258.00 shares. Based on historical transaction data and VTI's current price of $309.80, CONTINENTAL INVESTORS SERVICES, INC.'s estimated gain on his VTI holdings is $1.22 Mil, reflecting a 12.46% gain to date.

CONTINENTAL INVESTORS SERVICES, INC. VTI ($309.80) Holding Chart

CONTINENTAL INVESTORS SERVICES, INC. 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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