LPL Financial LLC VTI Holdings History
LPL Financial LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, LPL Financial LLC held 13.00 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $3.57 Bil. This investment constitutes 1.39% of their stock portfolio, and LPL Financial LLC now holds 0.82% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then LPL Financial LLC has made 20 purchases of VTI, at an average price of $135.46, for a total of 24.29 Mil shares. In addition, there have been 14 sales at an average price of $164.59 for 11.30 Mil shares. Based on historical transaction data and VTI's current price of $309.09, LPL Financial LLC's estimated gain on his VTI holdings is $2.59 Bil, reflecting a 78.57% gain to date.
LPL Financial LLC VTI ($309.09) Holding Chart
LPL Financial LLC VTI ($309.09) 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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