Number of Shares
54,881.00
Current Holdings Value*
$16.68 Mil
% of Portfolio
11.88%
Total Estimate Gain
$5.39 Mil
% of Total Estimate Gain
37.04%

MontVue Capital Management, Inc.'s Vanguard Total Stock Market ETF Holding Summary

As of 2025-06-30, MontVue Capital Management, Inc. held 54,881.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.68 Mil. This investment constitutes 11.88% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $272.18 for 10,902.00 shares. Based on historical transaction data and VTI's current price of $309.09, MontVue Capital Management, Inc.'s estimated gain on his VTI holdings is $5.39 Mil, reflecting a 37.04% gain to date.

MontVue Capital Management, Inc. VTI ($309.09) Holding Chart

MontVue Capital Management, Inc. 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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