Evanson Asset Management, LLC VTI Holdings History
Evanson Asset Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Evanson Asset Management, LLC held 159,466.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $48.47 Mil. This investment constitutes 3.01% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then Evanson Asset Management, LLC has made 23 purchases of VTI, at an average price of $130.97, for a total of 255,151.00 shares. In addition, there have been 11 sales at an average price of $188.08 for 95,685.00 shares. Based on historical transaction data and VTI's current price of $310.56, Evanson Asset Management, LLC's estimated gain on his VTI holdings is $34.10 Mil, reflecting a 102.05% gain to date.
Evanson Asset Management, LLC VTI ($310.56) Holding Chart
Evanson Asset Management, LLC VTI ($310.56) 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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