Evensky & Katz LLC VTI Holdings History
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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