Number of Shares
88,569.00
Current Holdings Value*
$24.34 Mil
% of Portfolio
2.54%
Total Estimate Gain
$12.04 Mil
% of Total Estimate Gain
38.90%

Crescent Grove Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Crescent Grove Advisors, LLC held 88,569.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $24.34 Mil. This investment constitutes 2.54% of their stock portfolio, and Crescent Grove Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Crescent Grove Advisors, LLC has made 15 purchases of VTI, at an average price of $169.87, for a total of 182,249.00 shares. In addition, there have been 12 sales at an average price of $166.11 for 93,680.00 shares. Based on historical transaction data and VTI's current price of $309.80, Crescent Grove Advisors, LLC's estimated gain on his VTI holdings is $12.04 Mil, reflecting a 38.90% gain to date.

Crescent Grove Advisors, LLC VTI ($309.80) Holding Chart

Crescent Grove Advisors, LLC VTI ($309.80) 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 %

Top Ranked Articles

  • 1