Lebenthal Global Advisors, LLC VTI Holdings History
Lebenthal Global Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 43,306.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.90 Mil. This investment constitutes 2.23% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q1. And since then Lebenthal Global Advisors, LLC has made 8 purchases of VTI, at an average price of $256.46, for a total of 49,076.00 shares. In addition, there have been 5 sales at an average price of $240.10 for 5,770.00 shares. Based on historical transaction data and VTI's current price of $309.68, Lebenthal Global Advisors, LLC's estimated gain on his VTI holdings is $2.21 Mil, reflecting a 17.56% gain to date.
Lebenthal Global Advisors, LLC VTI ($309.68) Holding Chart
Lebenthal Global Advisors, LLC VTI ($309.68) 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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