Dynamic Advisor Solutions LLC VTI Holdings History
Dynamic Advisor Solutions LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 63,162.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $19.20 Mil. This investment constitutes 0.59% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Dynamic Advisor Solutions LLC has made 23 purchases of VTI, at an average price of $219.02, for a total of 304,235.00 shares. In addition, there have been 14 sales at an average price of $256.28 for 241,073.00 shares. Based on historical transaction data and VTI's current price of $309.10, Dynamic Advisor Solutions LLC's estimated gain on his VTI holdings is $14.67 Mil, reflecting a 22.02% gain to date.
Dynamic Advisor Solutions LLC VTI ($309.10) Holding Chart
Dynamic Advisor Solutions LLC VTI ($309.10) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
