Leonard Rickey Investment Advisors P.L.L.C. VTI Holdings History
Leonard Rickey Investment Advisors P.L.L.C.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Leonard Rickey Investment Advisors P.L.L.C. held 111,665.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $29.50 Mil. This investment constitutes 6.36% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 24 purchases of VTI, at an average price of $208.83, for a total of 114,281.00 shares. In addition, there have been 4 sales at an average price of $198.38 for 2,616.00 shares. Based on historical transaction data and VTI's current price of $308.03, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his VTI holdings is $11.05 Mil, reflecting a 46.30% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. VTI ($308.03) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. VTI ($308.03) 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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