FC Advisory LLC VTI Holdings History

Number of Shares
25,207.00
Current Holdings Value*
$6.93 Mil
% of Portfolio
2.34%
Total Estimate Gain
$8.40 Mil
% of Total Estimate Gain
127.41%

FC Advisory LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, FC Advisory LLC held 25,207.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.93 Mil. This investment constitutes 2.34% of their stock portfolio, and FC Advisory LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2015Q1. And since then FC Advisory LLC has made 7 purchases of VTI, at an average price of $113.02, for a total of 58,302.00 shares. In addition, there have been 21 sales at an average price of $218.16 for 33,095.00 shares. Based on historical transaction data and VTI's current price of $308.03, FC Advisory LLC's estimated gain on his VTI holdings is $8.40 Mil, reflecting a 127.41% gain to date.

FC Advisory LLC VTI ($308.03) Holding Chart

FC Advisory 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 %

Top Ranked Articles

  • 1