Cresta Advisors, Ltd. VTI Holdings History
Cresta Advisors, Ltd.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Cresta Advisors, Ltd. held 64,376.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.57 Mil. This investment constitutes 9.54% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q3. And since then Cresta Advisors, Ltd. has made 6 purchases of VTI, at an average price of $224.44, for a total of 93,645.00 shares. In addition, there have been 4 sales at an average price of $206.94 for 29,269.00 shares. Based on historical transaction data and VTI's current price of $311.72, Cresta Advisors, Ltd.'s estimated gain on his VTI holdings is $5.11 Mil, reflecting a 24.29% gain to date.
Cresta Advisors, Ltd. VTI ($311.72) Holding Chart
Cresta Advisors, Ltd. VTI ($311.72) 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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