Number of Shares
50,115.00
Current Holdings Value*
$13.78 Mil
% of Portfolio
4.67%
Total Estimate Gain
$5.34 Mil
% of Total Estimate Gain
47.18%

Coston, McIsaac & Partners's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Coston, McIsaac & Partners held 50,115.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $13.78 Mil. This investment constitutes 4.67% of their stock portfolio, and Coston, McIsaac & Partners now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q2. And since then Coston, McIsaac & Partners has made 9 purchases of VTI, at an average price of $211.33, for a total of 53,519.00 shares. In addition, there have been 2 sales at an average price of $290.69 for 3,404.00 shares. Based on historical transaction data and VTI's current price of $312.41, Coston, McIsaac & Partners's estimated gain on his VTI holdings is $5.34 Mil, reflecting a 47.18% gain to date.

Coston, McIsaac & Partners VTI ($312.41) Holding Chart

Coston, McIsaac & Partners VTI ($312.41) 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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