L.K. Benson & Company, P.C. VTI Holdings History
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 % |
Top Ranked Articles
- 1