First Ascent Asset Management, LLC VTI Holdings History
First Ascent Asset Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2023-12-31, First Ascent Asset Management, LLC held 375,317.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $89.03 Mil. This investment constitutes 10.03% of their stock portfolio, and First Ascent Asset Management, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then First Ascent Asset Management, LLC has made 10 purchases of VTI, at an average price of $185.33, for a total of 454,623.00 shares. In addition, there have been 6 sales at an average price of $175.21 for 79,306.00 shares. Based on historical transaction data and VTI's current price of $309.09, First Ascent Asset Management, LLC's estimated gain on his VTI holdings is $45.64 Mil, reflecting a 54.17% gain to date.
First Ascent Asset Management, LLC VTI ($309.09) Holding Chart
First Ascent Asset Management, 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 % | |||
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