Continuum Advisory, LLC VTI Holdings History
Continuum Advisory, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Continuum Advisory, LLC held 72,394.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.90 Mil. This investment constitutes 2.56% of their stock portfolio, and Continuum Advisory, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Continuum Advisory, LLC has made 18 purchases of VTI, at an average price of $206.71, for a total of 97,384.00 shares. In addition, there have been 2 sales at an average price of $202.37 for 24,990.00 shares. Based on historical transaction data and VTI's current price of $311.92, Continuum Advisory, LLC's estimated gain on his VTI holdings is $7.51 Mil, reflecting a 37.30% gain to date.
Continuum Advisory, LLC VTI ($311.92) Holding Chart
Continuum Advisory, LLC VTI ($311.92) 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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