Councilmark Asset Management, LLC VTI Holdings History
Number of Shares
14,480.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
2.69%
Total Estimate Gain
$939,752.00
% of Total Estimate Gain
26.23%
Councilmark Asset Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Councilmark Asset Management, LLC held 14,480.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.98 Mil. This investment constitutes 2.69% of their stock portfolio, and Councilmark Asset Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q1. Based on historical transaction data and VTI's current price of $312.30, Councilmark Asset Management, LLC's estimated gain on his VTI holdings is $939,752.00, reflecting a 26.23% gain to date.
Councilmark Asset Management, LLC VTI ($312.30) Holding Chart
Councilmark Asset Management, LLC VTI ($312.30) 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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