Linscomb Wealth, Inc. VTI Holdings History

Number of Shares
158,344.00
Current Holdings Value*
$43.52 Mil
% of Portfolio
2.17%
Total Estimate Gain
$55.92 Mil
% of Total Estimate Gain
143.28%

Linscomb Wealth, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Linscomb Wealth, Inc. held 158,344.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $43.52 Mil. This investment constitutes 2.17% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2013Q4. And since then Linscomb Wealth, Inc. has made 3 purchases of VTI, at an average price of $92.82, for a total of 420,499.00 shares. In addition, there have been 34 sales at an average price of $173.57 for 262,155.00 shares. Based on historical transaction data and VTI's current price of $312.30, Linscomb Wealth, Inc.'s estimated gain on his VTI holdings is $55.92 Mil, reflecting a 143.28% gain to date.

Linscomb Wealth, Inc. VTI ($312.30) Holding Chart

Linscomb Wealth, Inc. VTI ($312.30) 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 %

Top Ranked Articles

  • 1