Number of Shares
24,638.00
Current Holdings Value*
$7.49 Mil
% of Portfolio
4.6%
Total Estimate Gain
$540,943.70
% of Total Estimate Gain
7.55%

L.K. Benson & Company, P.C.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, L.K. Benson & Company, P.C. held 24,638.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.49 Mil. This investment constitutes 4.6% of their stock portfolio, and L.K. Benson & Company, P.C. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2024Q4. And since then L.K. Benson & Company, P.C. has made 2 purchases of VTI, at an average price of $290.74, for a total of 24,638.00 shares. Based on historical transaction data and VTI's current price of $312.70, L.K. Benson & Company, P.C.'s estimated gain on his VTI holdings is $540,943.70, reflecting a 7.55% gain to date.

L.K. Benson & Company, P.C. VTI ($312.70) Holding Chart

L.K. Benson & Company, P.C. VTI ($312.70) 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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