Heck Capital Advisors, LLC VTI Holdings History
Heck Capital Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Heck Capital Advisors, LLC held 352,471.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $107.27 Mil. This investment constitutes 9.23% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q2. And since then Heck Capital Advisors, LLC has made 9 purchases of VTI, at an average price of $213.84, for a total of 464,686.00 shares. In addition, there have been 3 sales at an average price of $178.60 for 112,215.00 shares. Based on historical transaction data and VTI's current price of $312.41, Heck Capital Advisors, LLC's estimated gain on his VTI holdings is $30.79 Mil, reflecting a 30.98% gain to date.
Heck Capital Advisors, LLC VTI ($312.41) Holding Chart
Heck Capital Advisors, LLC VTI ($312.41) 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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