LODESTAR PRIVATE ASSET MANAGEMENT LLC VTI Holdings History
LODESTAR PRIVATE ASSET MANAGEMENT LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, LODESTAR PRIVATE ASSET MANAGEMENT LLC held 68,360.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $18.79 Mil. This investment constitutes 2.36% of their stock portfolio, and LODESTAR PRIVATE ASSET MANAGEMENT LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then LODESTAR PRIVATE ASSET MANAGEMENT LLC has made 8 purchases of VTI, at an average price of $204.96, for a total of 68,622.00 shares. In addition, there have been 1 sales at an average price of $221.35 for 262.00 shares. Based on historical transaction data and VTI's current price of $301.94, LODESTAR PRIVATE ASSET MANAGEMENT LLC's estimated gain on his VTI holdings is $6.63 Mil, reflecting a 47.17% gain to date.
LODESTAR PRIVATE ASSET MANAGEMENT LLC VTI ($301.94) Holding Chart
LODESTAR PRIVATE ASSET MANAGEMENT LLC VTI ($301.94) 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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