Homrich & Berg VTI Holdings History
Homrich & Berg's Vanguard Total Stock Market ETF Holding Summary
As of 2021-09-30, Homrich & Berg held 5.96 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $1.32 Bil. This investment constitutes 29.66% of their stock portfolio, and Homrich & Berg now holds 0.47% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2013Q4. And since then Homrich & Berg has made 21 purchases of VTI, at an average price of $136.72, for a total of 6.10 Mil shares. In addition, there have been 1 sales at an average price of $147.09 for 140,136.00 shares. Based on historical transaction data and VTI's current price of $309.09, Homrich & Berg's estimated gain on his VTI holdings is $1.03 Bil, reflecting a 123.35% gain to date.
Homrich & Berg VTI ($309.09) Holding Chart
Homrich & Berg 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
