Carlson Capital Management VTI Holdings History
Carlson Capital Management's Vanguard Total Stock Market ETF Holding Summary
As of 2024-12-31, Carlson Capital Management held 163,822.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $47.48 Mil. This investment constitutes 2.07% of their stock portfolio, and Carlson Capital Management now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q3. And since then Carlson Capital Management has made 30 purchases of VTI, at an average price of $123.93, for a total of 941,040.00 shares. In addition, there have been 14 sales at an average price of $218.94 for 777,218.00 shares. Based on historical transaction data and VTI's current price of $307.02, Carlson Capital Management's estimated gain on his VTI holdings is $103.84 Mil, reflecting a 89.04% gain to date.
Carlson Capital Management VTI ($307.02) Holding Chart
Carlson Capital Management VTI ($307.02) 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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