David Kennon Inc VTI Holdings History
Number of Shares
107,382.00
Current Holdings Value*
$29.51 Mil
% of Portfolio
11.75%
Total Estimate Gain
$15.27 Mil
% of Total Estimate Gain
20.96%
David Kennon Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 107,382.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $29.51 Mil. This investment constitutes 11.75% of their stock portfolio, and David Kennon Inc now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. In addition, there have been 10 sales at an average price of $202.16 for 272,290.00 shares. Based on historical transaction data and VTI's current price of $308.03, David Kennon Inc's estimated gain on his VTI holdings is $15.27 Mil, reflecting a 20.96% gain to date.
David Kennon Inc VTI ($308.03) Holding Chart
David Kennon Inc VTI ($308.03) 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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