Efficient Frontier Advisors LLC VTI Holdings History
Number of Shares
35,446.00
Current Holdings Value*
$9.74 Mil
% of Portfolio
6.34%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
18.70%
Efficient Frontier Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Efficient Frontier Advisors LLC held 35,446.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.74 Mil. This investment constitutes 6.34% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q2. And since then Efficient Frontier Advisors LLC has made 3 purchases of VTI, at an average price of $259.50, for a total of 35,446.00 shares. Based on historical transaction data and VTI's current price of $308.03, Efficient Frontier Advisors LLC's estimated gain on his VTI holdings is $1.72 Mil, reflecting a 18.70% gain to date.
Efficient Frontier Advisors LLC VTI ($308.03) Holding Chart
Efficient Frontier Advisors LLC 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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