D.A. DAVIDSON & CO. VTI Holdings History

Number of Shares
557,902.00
Current Holdings Value*
$153.33 Mil
% of Portfolio
1.23%
Total Estimate Gain
$60.67 Mil
% of Total Estimate Gain
54.11%

D.A. DAVIDSON & CO.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, D.A. DAVIDSON & CO. held 557,902.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $153.33 Mil. This investment constitutes 1.23% of their stock portfolio, and D.A. DAVIDSON & CO. now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2014Q1. And since then D.A. DAVIDSON & CO. has made 32 purchases of VTI, at an average price of $197.41, for a total of 567,927.00 shares. In addition, there have been 4 sales at an average price of $149.07 for 10,025.00 shares. Based on historical transaction data and VTI's current price of $307.02, D.A. DAVIDSON & CO.'s estimated gain on his VTI holdings is $60.67 Mil, reflecting a 54.11% gain to date.

D.A. DAVIDSON & CO. VTI ($307.02) Holding Chart

D.A. DAVIDSON & CO. VTI ($307.02) 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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