McLean Asset Management Corp VTI Holdings History
McLean Asset Management Corp's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 25,265.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.72 Mil. This investment constitutes 2.03% of their stock portfolio, and McLean Asset Management Corp now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then McLean Asset Management Corp has made 7 purchases of VTI, at an average price of $218.49, for a total of 28,604.00 shares. In addition, there have been 6 sales at an average price of $207.19 for 3,339.00 shares. Based on historical transaction data and VTI's current price of $309.09, McLean Asset Management Corp's estimated gain on his VTI holdings is $2.25 Mil, reflecting a 36.02% gain to date.
McLean Asset Management Corp VTI ($309.09) Holding Chart
McLean Asset Management Corp VTI ($309.09) 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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