Number of Shares
426,374.00
Current Holdings Value*
$117.18 Mil
% of Portfolio
1.78%
Total Estimate Gain
$29.33 Mil
% of Total Estimate Gain
24.77%

Focus Partners Advisor Solutions, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Focus Partners Advisor Solutions, LLC held 426,374.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $117.18 Mil. This investment constitutes 1.78% of their stock portfolio, and Focus Partners Advisor Solutions, LLC now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2022Q1. And since then Focus Partners Advisor Solutions, LLC has made 10 purchases of VTI, at an average price of $243.50, for a total of 486,297.00 shares. In addition, there have been 3 sales at an average price of $254.11 for 59,923.00 shares. Based on historical transaction data and VTI's current price of $310.81, Focus Partners Advisor Solutions, LLC's estimated gain on his VTI holdings is $29.33 Mil, reflecting a 24.77% gain to date.

Focus Partners Advisor Solutions, LLC VTI ($310.81) Holding Chart

Focus Partners Advisor Solutions, LLC VTI ($310.81) 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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