Caprock Group, LLC VTI Holdings History
Caprock Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Caprock Group, LLC held 869,795.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $239.05 Mil. This investment constitutes 7.29% of their stock portfolio, and Caprock Group, LLC now holds 0.05% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2015Q3. And since then Caprock Group, LLC has made 21 purchases of VTI, at an average price of $187.89, for a total of 971,994.00 shares. In addition, there have been 8 sales at an average price of $219.51 for 102,199.00 shares. Based on historical transaction data and VTI's current price of $309.26, Caprock Group, LLC's estimated gain on his VTI holdings is $108.80 Mil, reflecting a 59.57% gain to date.
Caprock Group, LLC VTI ($309.26) Holding Chart
Caprock Group, LLC VTI ($309.26) 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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