Efficient Frontier Advisors LLC VTI Holdings History
Number of Shares
35,647.00
Current Holdings Value*
$10.83 Mil
% of Portfolio
6.88%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
19.05%
Efficient Frontier Advisors LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Efficient Frontier Advisors LLC held 35,647.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.83 Mil. This investment constitutes 6.88% 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 4 purchases of VTI, at an average price of $259.63, for a total of 35,647.00 shares. Based on historical transaction data and VTI's current price of $309.09, Efficient Frontier Advisors LLC's estimated gain on his VTI holdings is $1.76 Mil, reflecting a 19.05% gain to date.
Efficient Frontier Advisors LLC VTI ($309.09) Holding Chart
Efficient Frontier Advisors LLC VTI ($309.09) 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