Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$197,752.63
% of Total Estimate Gain
7.78%

Intellectus Partners, LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Intellectus Partners, LLC held - shares of Vanguard Total Stock Market ETF(VTI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Intellectus Partners, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then Intellectus Partners, LLC has made 14 purchases of VTI, at an average price of $256.93, for a total of 9,897.00 shares. In addition, there have been 6 sales at an average price of $276.91 for 9,897.00 shares. Based on historical transaction data and VTI's current price of $305.58, Intellectus Partners, LLC's estimated gain on his VTI holdings is $197,752.63, reflecting a 7.78% gain to date.

Intellectus Partners, LLC VTI ($305.58) Holding Chart

Intellectus Partners, LLC VTI ($305.58) 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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