Clearstead Trust, LLC VTI Holdings History
Clearstead Trust, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Clearstead Trust, LLC held 8,502.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $2.34 Mil. This investment constitutes 0.52% of their stock portfolio, and Clearstead Trust, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Clearstead Trust, LLC has made 7 purchases of VTI, at an average price of $271.15, for a total of 8,745.00 shares. In addition, there have been 5 sales at an average price of $267.05 for 243.00 shares. Based on historical transaction data and VTI's current price of $309.09, Clearstead Trust, LLC's estimated gain on his VTI holdings is $321,567.90, reflecting a 13.56% gain to date.
Clearstead Trust, LLC VTI ($309.09) Holding Chart
Clearstead Trust, 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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