Evensky & Katz LLC VTI Holdings History

Number of Shares
205,582.00
Current Holdings Value*
$56.50 Mil
% of Portfolio
3.79%
Total Estimate Gain
$40.31 Mil
% of Total Estimate Gain
54.83%

Evensky & Katz LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Evensky & Katz LLC held 205,582.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $56.50 Mil. This investment constitutes 3.79% of their stock portfolio, and Evensky & Katz LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2013Q4. And since then Evensky & Katz LLC has made 15 purchases of VTI, at an average price of $143.98, for a total of 510,594.00 shares. In addition, there have been 22 sales at an average price of $166.24 for 305,012.00 shares. Based on historical transaction data and VTI's current price of $307.02, Evensky & Katz LLC's estimated gain on his VTI holdings is $40.31 Mil, reflecting a 54.83% gain to date.

Evensky & Katz LLC VTI ($307.02) Holding Chart

Evensky & Katz LLC VTI ($307.02) 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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