HC Advisors, LLC VTI Holdings History

Number of Shares
11,823.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
2.43%
Total Estimate Gain
$15.42 Mil
% of Total Estimate Gain
32.70%

HC Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, HC Advisors, LLC held 11,823.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.25 Mil. This investment constitutes 2.43% of their stock portfolio, and HC Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2019Q4. And since then HC Advisors, LLC has made 14 purchases of VTI, at an average price of $165.69, for a total of 284,577.00 shares. In addition, there have been 6 sales at an average price of $215.97 for 272,754.00 shares. Based on historical transaction data and VTI's current price of $309.80, HC Advisors, LLC's estimated gain on his VTI holdings is $15.42 Mil, reflecting a 32.70% gain to date.

HC Advisors, LLC VTI ($309.80) Holding Chart

HC Advisors, LLC VTI ($309.80) 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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