Number of Shares
89,676.00
Current Holdings Value*
$24.65 Mil
% of Portfolio
1.95%
Total Estimate Gain
$10.04 Mil
% of Total Estimate Gain
42.26%

Clear Harbor Asset Management, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Clear Harbor Asset Management, LLC held 89,676.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $24.65 Mil. This investment constitutes 1.95% of their stock portfolio, and Clear Harbor Asset Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Clear Harbor Asset Management, LLC has made 23 purchases of VTI, at an average price of $184.40, for a total of 128,842.00 shares. In addition, there have been 5 sales at an average price of $159.99 for 39,166.00 shares. Based on historical transaction data and VTI's current price of $307.02, Clear Harbor Asset Management, LLC's estimated gain on his VTI holdings is $10.04 Mil, reflecting a 42.26% gain to date.

Clear Harbor Asset Management, LLC VTI ($307.02) Holding Chart

Clear Harbor Asset Management, LLC 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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