Number of Shares
547,403.00
Current Holdings Value*
$150.45 Mil
% of Portfolio
10.34%
Total Estimate Gain
$55.54 Mil
% of Total Estimate Gain
42.35%

Legacy Private Trust Co.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Legacy Private Trust Co. held 547,403.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $150.45 Mil. This investment constitutes 10.34% of their stock portfolio, and Legacy Private Trust Co. now holds 0.03% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2013Q2. And since then Legacy Private Trust Co. has made 30 purchases of VTI, at an average price of $198.14, for a total of 661,842.00 shares. In addition, there have been 16 sales at an average price of $186.97 for 114,439.00 shares. Based on historical transaction data and VTI's current price of $301.94, Legacy Private Trust Co.'s estimated gain on his VTI holdings is $55.54 Mil, reflecting a 42.35% gain to date.

Legacy Private Trust Co. VTI ($301.94) Holding Chart

Legacy Private Trust Co. 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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