Capital Advisors, Ltd. LLC VTI Holdings History
Capital Advisors, Ltd. LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 83,647.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $22.99 Mil. This investment constitutes 3.03% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q4. And since then Capital Advisors, Ltd. LLC has made 28 purchases of VTI, at an average price of $153.84, for a total of 102,227.00 shares. In addition, there have been 8 sales at an average price of $161.51 for 18,580.00 shares. Based on historical transaction data and VTI's current price of $309.09, Capital Advisors, Ltd. LLC's estimated gain on his VTI holdings is $13.13 Mil, reflecting a 83.48% gain to date.
Capital Advisors, Ltd. LLC VTI ($309.09) Holding Chart
Capital Advisors, Ltd. 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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