Kovitz Investment Group Partners, LLC VTI Holdings History
Kovitz Investment Group Partners, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 223.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $200,980.00. This investment constitutes 0% of their stock portfolio, and Kovitz Investment Group 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 Kovitz Investment Group Partners, LLC has made 19 purchases of VTI, at an average price of $256.43, for a total of 1.06 Mil shares. In addition, there have been 9 sales at an average price of $288.24 for 155,274.00 shares. Based on historical transaction data and VTI's current price of $312.30, Kovitz Investment Group Partners, LLC's estimated gain on his VTI holdings is $55.38 Mil, reflecting a 20.41% gain to date.
Kovitz Investment Group Partners, LLC VTI ($312.30) Holding Chart
Kovitz Investment Group Partners, LLC VTI ($312.30) 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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