Legacy Advisors, LLC VTI Holdings History
Legacy Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Legacy Advisors, LLC held 12,972.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $3.57 Mil. This investment constitutes 0.37% of their stock portfolio, and Legacy Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 9 purchases of VTI, at an average price of $218.76, for a total of 27,175.00 shares. In addition, there have been 5 sales at an average price of $204.14 for 14,203.00 shares. Based on historical transaction data and VTI's current price of $305.90, Legacy Advisors, LLC's estimated gain on his VTI holdings is $922,726.85, reflecting a 15.52% gain to date.
Legacy Advisors, LLC VTI ($305.90) Holding Chart
Legacy Advisors, LLC VTI ($305.90) 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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