Intellectus Partners, LLC VTI Holdings History
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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