Modus Advisors, LLC VTI Holdings History
Number of Shares
36,122.00
Current Holdings Value*
$9.93 Mil
% of Portfolio
3.25%
Total Estimate Gain
$5.99 Mil
% of Total Estimate Gain
63.37%
Modus Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Modus Advisors, LLC held 36,122.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $9.93 Mil. This investment constitutes 3.25% of their stock portfolio, and Modus Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. In addition, there have been 21 sales at an average price of $191.60 for 24,101.00 shares. Based on historical transaction data and VTI's current price of $299.71, Modus Advisors, LLC's estimated gain on his VTI holdings is $5.99 Mil, reflecting a 63.37% gain to date.
Modus Advisors, LLC VTI ($299.71) Holding Chart
Modus Advisors, LLC VTI ($299.71) 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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